Raleigh, NC Lake Boone Trail Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
3701 Lake Boone Trail, Ste 302
Raleigh NC 27607
Advisors at this office
3
Advisors at this office
Kevin C
Series 63, Series 65
Raleigh, NC
LPL Financial
Kevin Cecil is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in fixed insurance and annuities sales and maintains direct agent contracts with several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, supported by research and technology, including discretionary and non-discretionary management and diverse investment strategies.
Paul P
Series 63, Series 65
Raleigh, NC
LPL Financial
Paul Pratto is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2011. He also acts in a fiduciary capacity as a trustee for family members. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
Jackson B
Series 66
Raleigh, NC
LPL Financial
Jackson Baum is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. He has been associated with LPL Financial since 2020 and also operates Capital Insurance & Financial Services, Inc., which focuses on non-variable insurance sales and customer service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, retirement plan consulting, model portfolios, and utilizes both discretionary and non-discretionary management strategies supported by extensive research.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")