Kevin R. Lao
IMAGINE FINANCIAL SECURITY LLC
Jacksonville, FL 32258
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CRD#: 5569262
Professional summary
Kevin Ryan Lao, CFP® is a registered financial advisor currently at IMAGINE FINANCIAL SECURITY LLC located in Jacksonville, Florida.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kevin has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
He is married to Jessica, and they have three boys together; Tristan, Julian and Jackson. They have three rescue dogs; Achilles, Nelly and Guinness. When Kevin has spare time, he loves to spend it with family on adventures locally and abroad, enjoys golfing, fishing, cooking, and watching sports. He also is passionate about helping youth at risk, which is why he joined Big Brothers and Big Sisters as a Big Brother, and is a member of the Big Brothers and Big Sisters of Northeast Florida Big Impact Society.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Retirement Income Management
Insurance Planning
Employee and Employer Plan Ben...
Investment Planning
Social Security Planning
Health Care
Tax Planning
Estate Planning
Long-term Care
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Generation X
High Net Worth Client Needs
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
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.
Training consultant since 11/2020; investment related; develops curriculum, conducts public speaking and creates writing workshops to help new financial advisors begin their career; 10 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Ryan Lao'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®
CFP®
Start date: 2013
Experience
Current
January 29, 2021 - Present
IMAGINE FINANCIAL SECURITY LLC
Office #1: 12574 Flagler Center Boulevard Suite 101, Jacksonville, FL 32258Office #2: 1100 Market Street Suite 600, Chattanooga, TN 37402RIA
CRD#: 311694
Jacksonville, FL
Past
May 15, 2015 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
JACKSONVILLE, FL
Past
April 13, 2015 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
JACKSONVILLE, FL
Past
February 14, 2013 - March 17, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
MC LEAN, VA
Past
September 1, 2008 - March 17, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MC LEAN, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/29/2021)
IAR
Tennessee(11/6/2024)
IAR
Texas(10/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IMAGINE FINANCIAL SECURITY LLC
IMAGINE FINANCIAL SECURITY LLC | IMAGINE FINANCIAL SECURITY, LLC
CRD#: 311694 / SEC#:
Florida
Registered Investment Advisory firm - (1/29/2021 Approved)Tennessee
Registered Investment Advisory firm - (11/5/2024 Approved)Texas
Registered Investment Advisory firm - (10/3/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Market Street Suite 600, Chattanooga, TN 37402
Mailing Address
Phone number
(904) 323-2069
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 136 |
| AUM (Assets Under Management) | $ 43,629,343 |
Red Flags
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Company Information
IMAGINE FINANCIAL SECURITY LLC
CRD#: 311694Jacksonville, FL 32258TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
