Kevin James Gilligan
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- LPL Financial LLCAug 2023 to now
- MML Investors ServicesJan 2019 to Aug 2023
- Mass Mutual Life Insurance CompanyMay 2018 to Aug 2023
- The Ohio State UniversityAug 2015 to Dec 2018
- City of North Royalton Rec DepartmentMay 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6426628
- Firm CRD
- 6413