Kevin Nair is a ChFC-designated registered investment advisor at Lincoln Investment, based in Bristol, RI, with 35 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
399 Hope St., Unit 3, Bristol, RI, 02809
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Regulatory History (1)
Customer Dispute
January 2009Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Quick & Reilly, INC.Broker
State Farm Vp Management CORP.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
Copeland Equities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 states
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
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