Kevin
Wood
Lpl Financial LLC
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About this Advisor
Kevin Wood is a financial advisor based out of Lees Summit, Missouri with 2 years of industry experience. Wood is on the advisory team at Lpl Financial LLC. Throughout their career, Wood has worked at Waddell & Reed Inc, Kevin W Wood Consulting, Various Insurance Carriers For W & R Insurance Agenceis, Cass County Corporation For Economic Development, City Of Harrisonville, Freedom'S Frontier National Heritage Area, Missouri Municipal League, Cass Community Health Foundation, Harrisonville Chamber Of Commerce, Mid-Missouri Group LLC, Cass County Historical Society, Vote Yes For Cass County Library, Lpl Financial LLC and Phillip Zaroor Memorial Scholarship. Wood maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri, Montana, Ohio and Texas. Lpl Financial LLC is a financial advisory company that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets under management between its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice largely depend on which services the firm provides the client. Fee types billed by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kevin Wood Work History
Kevin has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Harrisonville Chamber Of Commerce
Vote Yes For Cass County Library
Mid-Missouri Group LLC
Harrisonville Chamber Of Commerce
Phillip Zaroor Memorial Scholarship
Harrisonville Chamber Of Commerce
Cass Community Health Foundation
Freedom'S Frontier National Heritage Area
Cass County Corporation For Economic Development
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agenceis
Kevin W Wood Consulting
City Of Harrisonville
Missouri Municipal League
Cass County Historical Society
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Charlotte, NC
Buffalo, NY
North Reading, MA
Denver, CO
Worcester, MA
Venice, FL
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
