Kevin Lockard is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Blaine, WA, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
280 H St, Blaine, WA, 98230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin owns a rental property in Arlington, WA, renting out a basement suite in his home since November 2024. This investment-related activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward JonesBroker
Edward Jones
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations10 states
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