KM
Kevin L. Mccreless
INVESTMENT DISTRIBUTORS
Birmingham, AL 35223
Some features on this profile are disabled
CRD#: 5180100
KM
Professional summary
Kevin Lucius Mccreless, who also goes by Luke Mccreless, is a registered financial professional currently at INVESTMENT DISTRIBUTORS, INC. located in Birmingham, Alabama.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 2007. Kevin has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Luke Mccreless
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.
INVESTMENT DISTRIBUTORS INC (IDI); Investment Related; 2801 Hwy 280 South, Birmingham, AL 35223; Broker/Dealer; Chief Compliance Officer; Start Date 11/2021; 160 hours per month with all hours per month occurring during trading hours; Compliance related responsibilities. Dually registered with CFGS and IDI - two affiliated broker/dealers under common ownership of Protective Life Corporation.
CRS (Client Relationship Summary) - BD
Click below to view Kevin Lucius Mccreless'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®
NoneExperience
Current
November 11, 2021 - Present
INVESTMENT DISTRIBUTORS, INC.
Office #1: 2801 Highway 280 South, Birmingham, AL 35223BD
CRD#: 35490
Birmingham, AL
Past
February 7, 2025 - March 13, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Birmingham, AL
Past
February 7, 2025 - July 16, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Birmingham, AL
Past
November 25, 2016 - December 31, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Birmingham, AL
Past
November 25, 2016 - December 2, 2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Birmingham, AL
Past
April 10, 2015 - November 16, 2016
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
BIRMINGHAM, AL
Past
April 10, 2015 - November 16, 2016
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
BIRMINGHAM, AL
Past
January 29, 2015 - March 24, 2015
INTL ADVISORY CONSULTANTS INC.
RIA
CRD#: 130888
BIRMINGHAM, AL
Past
January 29, 2015 - March 24, 2015
STERNE, AGEE & LEACH, INC.
BD
CRD#: 791
BIRMINGHAM, AL
Past
January 21, 2014 - January 27, 2015
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
BIRMINGHAM, AL
Past
January 16, 2013 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
BIRMINGHAM, AL
Past
January 16, 2013 - January 27, 2015
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
BIRMINGHAM, AL
Past
January 14, 2008 - October 3, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
BIRMINGHAM, AL
Past
September 5, 2007 - October 3, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
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
Alabama(11/11/2021)
RR
Alaska(1/20/2022)
RR
Arizona(1/20/2022)
RR
Arkansas(1/20/2022)
RR
California(1/20/2022)
RR
Colorado(1/20/2022)
RR
Connecticut(1/20/2022)
RR
Delaware(1/20/2022)
RR
District of Columbia(1/20/2022)
RR
Florida(1/20/2022)
RR
Georgia(1/20/2022)
RR
Hawaii(1/20/2022)
RR
Idaho(1/20/2022)
RR
Illinois(1/21/2022)
RR
Indiana(12/6/2021)
RR
Iowa(1/20/2022)
RR
Kansas(1/20/2022)
RR
Kentucky(1/20/2022)
RR
Louisiana(1/20/2022)
RR
Maine(1/20/2022)
RR
Maryland(1/20/2022)
RR
Massachusetts(12/13/2021)
RR
Michigan(1/20/2022)
RR
Minnesota(3/30/2022)
RR
Mississippi(1/20/2022)
RR
Missouri(1/20/2022)
RR
Montana(1/20/2022)
RR
Nebraska(1/20/2022)
RR
Nevada(1/20/2022)
RR
New Hampshire(1/20/2022)
RR
New Jersey(1/20/2022)
RR
New Mexico(1/20/2022)
RR
New York(1/20/2022)
RR
North Carolina(1/20/2022)
RR
North Dakota(1/20/2022)
RR
Ohio(1/20/2022)
RR
Oklahoma(1/20/2022)
RR
Oregon(1/20/2022)
RR
Pennsylvania(1/20/2022)
RR
Rhode Island(1/20/2022)
RR
South Carolina(1/20/2022)
RR
South Dakota(12/6/2021)
RR
Tennessee(12/20/2021)
RR
Texas(1/20/2022)
RR
Utah(1/20/2022)
RR
Vermont(1/20/2022)
RR
Virginia(1/20/2022)
RR
Washington(1/20/2022)
RR
West Virginia(1/20/2022)
RR
Wisconsin(1/20/2022)
RR
Wyoming(1/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ID
INVESTMENT DISTRIBUTORS, INC.
INVESTMENT DISTRIBUTORS, INC.
CRD#: 35490 / SEC#: , 8-46802
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
2801 Highway 280 South, Birmingham, AL 35223
Phone number
(205) 868-3073
Established
Tennessee since 08/30/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PROTECTIVE LIFE CORPORATION | PARENT COMPANY | |
| CARLSON, MARTHA L | DESIGNATED RESPONSIBLE LICENSED PRODUCER | 2731502 |
| COFFMAN, BENJAMIN PAUL | CHIEF FINANCIAL OFFICER | 6738662 |
| COLLAZO, KIMBERLY | ASSISTANT SECRETARY | 8075061 |
| CREUTZMANN, SCOTT EMIL | DIRECTOR | 5351383 |
| LANE, JAMIE LAURA | DIRECTOR | 5779720 |
| LEE, FELICIA MALLOCH | SECRETARY | 7498538 |
| MCCRELESS, KEVIN LUCIUS | CHIEF COMPLIANCE OFFICER | 5180100 |
| MORSCH, LETITIA A | DIRECTOR & ASSISTANT SECRETARY | 5133531 |
| TENNENT, RAYBURN EDWARD | SR ANALYST FINANCIAL REPORTING | 6245099 |
| WAGNER, JAMES CARL JR | PRESIDENT & DIRECTOR | 4261922 |
Disclosures
| Regulatory Event | 1 |
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
INVESTMENT DISTRIBUTORS, INC.
CRD#: 35490Birmingham, AL 35223TRUST BUT VERIFY
Monitor Kevin Mccreless
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
