Kevin Banks
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 2025 to now
- Wright-patt Credit UnionAug 2025 to now
- W & S Brokerage ServicesDec 2024 to Jun 2025
- Western Southern LifeDec 2024 to Jun 2025
- Fidelity InvestmentsAug 2024 to Nov 2024
- Wright Patt Credit UnionAug 2020 to Jul 2024
- UnemployedMar 2020 to Aug 2020
- Vitamin ShoppeSep 2019 to Mar 2020
- Levi StraussMar 2018 to Sep 2019
- LacosteAug 2017 to Feb 2018
- Franklin PoolMay 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7974918
- Firm CRD
- 6413