Kent Toomb
Kent Toomb is a registered investment advisor at LPL Financial LLC, based in Lebanon, OR, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1055 W Airway Rd C103, Lebanon, OR, 97355
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Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Kent is involved in outside sales of non-variable insurance products. This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allied Group Merchant Banking CorporationBroker
Protective Equity Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
Cadaret, Grant & CO., INC.Broker
Focus II Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Focus Securities, INC.Broker
State Registrations6 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.