Kevin Dunnigan
Kevin Dunnigan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Loveland, CO, with 41 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
290 E. 25th Street, Suite 100, Loveland, CO, 80538
Get directionsHistory
Regulatory History (7)
Customer Dispute
August 2013Customer Dispute
June 2003Customer Dispute
May 2002Customer Dispute
May 2001Regulatory
September 1998Customer Dispute
April 1996Customer Dispute
January 1996Other Business ActivitiesSells Insurance
Kevin is an Investment Center Advisor Group DBA for LPL business. He is also an agent for non-variable insurance and involved in multiple real estate rental businesses and insurance agencies, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.
Royal Alliance Associates, INC.Broker
Investment Centers of America, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations36 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.