Kevin Joseph Gray
Investment adviser representative at LPL Financial LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
9 years in the industry.
- LPL Financial LLCMar 2025 to now
- LPL Finanical LLCJul 2024 to now
- UnemployedFeb 2024 to Jul 2024
- Nfp Retirement, Inc.Jan 2023 to Jan 2024
- UnemployedSep 2022 to Jan 2023
- Fisher InvestmentsOct 2021 to Jul 2022
- LPL Financial, LLCDec 2018 to Sep 2021
- UnemployedAug 2018 to Dec 2018
- Northern Lights Distributors, LLCSep 2015 to Jul 2018
- Swan Global Investments, LLCSep 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 5809273
- Firm CRD
- 6413