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KG

Kevin A. Groff

LCG CAPITAL ADVISORS
Tampa, FL 33602
Some features on this profile are disabled
CRD#: 2173228
KG

Professional summary


Kevin Anthony Groff is a registered financial professional currently at LCG CAPITAL ADVISORS, LLC located in Tampa, Florida.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1991. Kevin has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Kevin Anthony Groff's CRS (Customer Relationship Summary).

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


Current

January 30, 2025 - Present

LCG CAPITAL ADVISORS, LLC

Office #1: 201 East Kennedy Blvd Suite 1700, Tampa, FL 33602
BD
CRD#: 129311
Tampa, FL
Past

September 6, 2018 - January 2, 2025

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
COLUMBUS, OH
Past

March 30, 2017 - August 17, 2018

CASCADE PARTNERS BD, LLC

BD
CRD#: 148739
Cleveland, OH
Past

August 30, 1991 - December 30, 1992

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/30/2025)
RR
Georgia
(1/30/2025)
RR
New York
(1/30/2025)
RR
Ohio
(1/31/2025)
RR
Tennessee
(1/30/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/9/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/31/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LC
LCG CAPITAL ADVISORS, LLC
LCG CAPITAL ADVISORS, LLC | PALM SECURITIES, LLC

CRD#: 129311 / SEC#: , 8-66213

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
201 East Kennedy Blvd Suite 1700, Tampa, FL 33602
Mailing Address
201 East Kennedy Blvd Suite 1700, Tampa, FL 33602
Phone number
(813) 226-2800
Established
Florida since 07/03/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
LCG CAPITAL HOLDINGS, LLCOWNER
CARTER, ANA RPRINCIPAL FINANCIAL OFFICER4424794
CARTER, ANA ROUMENOVAFINOP4424794
CLARK, JOHN WOODBURYMANAGING DIRECTOR2826869
LITTLE, CRAIG NEALCHIEF COMPLIANCE OFFICER5293689
LITTLE, CRAIG NEALPRINCIPAL OPERATIONS OFFICER5293689

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


LCG CAPITAL ADVISORS, LLC

CRD#: 129311Tampa, FL 33602

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