LPL Financial
37yrs
Top advisor by experience in Union City
19yrs
Kevin Smith is a fiduciary financial advisor in Union City, Tennessee, with 19 years in the industry. Kevin joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 21 advisors with offices in Union City, and one of 19 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 71% of advisors in Union City
Office1500 S 1st St, Union City, TN 38261
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowLPL Financial LLCCurrent firm
Contact Kevin
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Kevin. 1500 S 1st StUnion City, TN 38261Office · Get directions Facebook pageLPL Financial
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call LPL Financial at (704) 733-3300 and ask for Kevin Smith. Kevin works from the Union City, TN office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2007, about 19 years. More experience than 71% of advisors in Union City.
What licenses does Kevin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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