Kevin William Moran
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCJun 2025 to now
- South Texas College of LawJan 2025 to now
- South Texas College of LawAug 2024 to Dec 2024
- Suffolk University Law SchoolAug 2023 to Jul 2024
- Prideone/institutional Shareholder ServicesFeb 2023 to Jun 2023
- UnemployedJun 2022 to Jan 2023
- National Ferry Corp.May 2019 to Aug 2019
- University of OklahomaAug 2018 to May 2022
- National Ferry Corp.Jun 2018 to Aug 2018
- National Ferry Corp.Jul 2017 to Sep 2017
- Centreville High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8083316
- Firm CRD
- 6413