Kevin Dolan
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial, LLCAug 2026 to now
- Trumark Credit UnionAug 2026 to now
- Bryn Mawr Trust Advisors, LLCAug 2025 to Aug 2026
- Commonwealth Financial NetworkJan 2024 to Aug 2025
- Wsfs Wealth InvestmentsJan 2024 to Aug 2025
- Self-employed/consultingMay 2023 to Dec 2023
- American Equity Life/eagle LifeDec 2020 to Apr 2023
- Ics - Business Development - Job SuspendedApr 2020 to Dec 2020
- Ics CorporationOct 2019 to Mar 2020
- Cancer DiagnosisApr 2019 to Sep 2019
- UnemployedApr 2019 to Sep 2019
- Gwfs Equities, Inc.Jul 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1939399
- Firm CRD
- 6413