BrokerCheck by FINRA
Kevin Durkin, AIF® VP of Employee Benefits and Qualified Plans - has over twenty years of experience in Employee Benefits. Kevin began his career with Prudential Healthcare where he was responsible for contracting with the provider network that serviced beneficiaries of the health plan. Kevin holds a FINRA Series 6 registration, Investment Co. Product/Variable Contract, and is currently a 401(k) specialist in our Benefits department where he is responsible for servicing our current clients and for helping to grow our benefits business. For 401(k) clients, he provides action plan reviews, cost analysis, demographic studies, plan reviews, year end testing, and facilitates investment committee meetings and employee enrollment and education meetings. CA Insurance License # 0C98002.
LBW Financial Services is a business name of Advus Financial Partners, LLC. Investment advisory services are offered through Advus Financial Partners, LLC, an SEC-registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Kevin Durkin is a Registered Assistant with United Planners Financial Services, member FINRA/SIPC. Advus Financial Partners, LLC, and United Planners Financial Services are separately owned entities and are not affiliated with one another. United Planners is not affiliated with LBW Financial Services, LBW Insurance and Financial Services, or Foundation Risk Partners. Individuals associated with LBW Financial Services are licensed as insurance agents and provide insurance brokerage services through Foundation Risk Partners, Corp., DBA LBW Insurance and Financial Services, which is an insurance agency CA Insurance License # 0M93299. Foundation Risk Partners, Corp., is the parent company of Advus Financial Partners, LLC.
