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CFP

Randy Kinchen

LPL Financial LLC
43 Years of Experience
Covington, LA
1 DisclosureBroker
View SEC Summary
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Randy Kinchen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Covington, LA, with 43 years of industry experience. Randy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2301 N Hwy 190, Suite 11, Covington, LA, 70433

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2010
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Randy is involved in accounting and tax preparation, though activity has been minimal in recent years, dedicating minimal time. He also has a DBA called Benchmark Investment Group.

Employment History
Current Registrations
LPL Financial LLC
February 2010 - Present · 16 yrs 8 mos
LPL Financial LLC
February 2010 - Present · 16 yrs 8 mos
LPL Financial LLCBroker
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
Primevest Financial Services, INC.Broker
February 2009 - March 2010 · 1 yr 1 mo
Primevest Financial Services, INC.
February 2009 - March 2010 · 1 yr 1 mo
LPL Financial Corporation
May 2003 - March 2009 · 5 yrs 10 mos
LPL Financial CorporationBroker
April 2001 - March 2009 · 7 yrs 11 mos
Invest Financial CorporationBroker
June 1999 - April 2001 · 1 yr 10 mos
Fsc Securities CorporationBroker
June 1994 - June 1999 · 5 yrs
The Variable Annuity Marketing CompanyBroker
April 1990 - February 1994 · 3 yrs 10 mos
Linsco/private Ledger CORP.Broker
September 1982 - June 1991 · 8 yrs 9 mos
State Registrations25 states
ALARCACOFLGAHIIAILINKYLAMAMNMOMSNCNHNJNMNYOHPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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