Kelvin Alcantara

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2018
  Cantella & Co., Inc.
  Boston, MA
• 05/2015 → 06/2017
  Bny Mellon
  Everett, MA
• 09/2018 → Present
  Lpl Financial Llc
  Boston, MA

Previous Registrations

• 2017-12-08 → 2018-09-14
  Cantella & Co., Inc.
  Malden, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-12-17
• S65 Uniform Investment Adviser Law Examination
  2016-11-23