Kevin Lemmon (CRD# 5465233) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 16 years of experience in the finance industry.
CRD# 5646424
Fiducient Advisors LLC
CRD# 2243629
Ameriprise Financial Services, LLC
CRD# 6155633
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities Inc. | Baton Rouge, LA | Jul 2016 - Current | 7 |
| Bankers Life Advisory Services, Inc. | Baton Rouge, LA | Jul 2016 - Current | 7 |
| Bankers Life | Baton Rouge, LA | Jul 2016 - Current | 7 |
| Bankers Life | Chesterfield, MO | Aug 2010 - Jan 2018 | 7 |
| Bankers Life & Casualty Company | Chesterfield, MO | Aug 2010 - Jul 2016 | 5 |
| Proequities, Inc. | Chesterfield, MO | Nov 2010 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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