Kevin Bellard
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCAug 2025 to now
- First Horizon BankAug 2022 to now
- J. P. Morgan Securities LLCJun 2022 to Aug 2022
- JPMorgan Chase Bank N.A.May 2022 to Aug 2022
- Sigma Financial CorporationJan 2022 to Apr 2022
- Qsl Texas Terminals LLCAug 2021 to Mar 2022
- Securities America, Inc.Jul 2021 to Jan 2022
- HebApr 2020 to Jun 2020
- Lafayette Parish School BoardJun 2019 to Aug 2021
- 24 Hour Fitness WorldwideMay 2019 to Aug 2019
- D&s MarineJun 2018 to May 2019
- Calcasieu Parish School BoardJun 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7407129
- Firm CRD
- 6413