KO
CFP
KO
CFP

Kevin O'day

43 Years of Experience
Mapleton, UT
BrokerSells Insurance

Kevin O'day is a CFP-designated registered investment advisor, based in Mapleton, UT, with 43 years of industry experience.

Location

Mapleton, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kevin offers securities products through Parkland Securities, LLC, and provides long-term care and life insurance servicing to existing policyholders through LTCI Strategic Partners LLC, dedicating a few hours per week. The O'Day Group, Inc. is the business funding/operating account for The O'Day Group and leases office space from Kevin.

Employment History
Current Registrations
Spc
January 2013 - Present · 13 yrs 4 mos
Parkland Securities, LLCBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Level Four Advisory Services
January 2012 - November 2012 · 10 mos
Lincoln Financial Securities Corporation
March 2006 - January 2013 · 6 yrs 10 mos
Lincoln Financial Securities CorporationBroker
June 1987 - January 2013 · 25 yrs 7 mos
Bnl Securities INC.Broker
May 1983 - June 1987 · 4 yrs 1 mo
Western Reserve Financial Services CORPBroker
January 1983 - May 1983 · 4 mos
State Registrations6 states
DEFLMDPAUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.