Kevin Morin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Groton, CT, with 39 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
174 Bridge Street, Groton, CT, 06340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is involved with Morin Associates, LLC as a DBA for LPL business, dedicating full-time hours. He also engages with Morin Associates, LLC in non-variable insurance activities, spending about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
The Investment Center, INC.
Pgp Financial, INC.
Pgp Financial, INC.Broker
Main Street Management Company
Main Street Management CompanyBroker
Locust Street Securities, INC.Broker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
Securities America, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
North American Investment CORP.Broker
Phoenix Equity Planning CorporationBroker
Pw Securities, INC.Broker
North American Investment CORP.Broker
David Lerner Associates, INC.Broker
State Registrations7 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.