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LK

Linda Kemp

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CRD#: 1746512
LK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Linda Kemp, who also goes by Linda Janet Dawson, Linda Dawson Kemp, was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 2010. Linda had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Linda Janet Dawson | Linda Dawson Kemp

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 4, 2020 - June 2, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Austin, TX
Past

January 17, 2020 - June 2, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
AUSTIN, TX
Past

June 26, 2014 - February 28, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ANNAPOLIS, MD
Past

August 21, 2013 - February 28, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ANNAPOLIS, MD
Past

February 5, 2013 - August 5, 2013

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

April 2, 2012 - November 1, 2012

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
FREDERICK, MD
Past

January 13, 2010 - March 5, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ANNAPOLIS, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/26/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PM
PNC MANAGED ACCOUNT SOLUTIONS, INC.
ALFRED B. BRADY III | THOMAS E. SAMUELS JR. | SURESH RAGHAVAN | STAVIS MARGOLIS ADVISORY SERVICES INC | ROY T. MANICOM | RICHARD SAETTONE | PNC MANAGED ACCOUNT SOLUTIONS, INC. | MICHAEL SANDEEN | MARY K. MARGOLIS | GERRALD GIBLIN | GAIL VAN NEST | FRANK POHAR | EDWIN TREY MAXWELL | DEBORAH MCCULLY STAVIS | DAVID BUSBEE | CLAYTON COOKE | BBVA WEALTH SOLUTIONS INC.

CRD#: 110476 / SEC#: 801-56131

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Contact information


Main Address
2200 Post Oak Blvd., Houston, TX 77056-4700
Mailing Address
1900 East Ninth Street, Cleveland, OH 44114
Phone number
(800) 762-6111
Established
Firm type
Fiscal year end
# of Employees
21

Documents


Latest Form ADV

Part 2 Brochures

PNC GLOBAL DIRECTIONS FORM ADV PART 2A (3/31/2023)

Regulatory assets under management


Total Number of Accounts768
AUM (Assets Under Management)$ 588,442,024

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PNC MANAGED ACCOUNT SOLUTIONS, INC.

CRD#: 110476

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