Kevin Mcbarron
Kevin Mcbarron is a registered investment advisor at LPL Financial LLC, based in Carlsbad, CA, with 41 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
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
Location
Carlsbad, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2025Employment Separation After Allegations
December 2015Other Business Activities
Kevin operates his LPL business under the DBA Wealth Planners, Inc. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Union Capital Company
Union Capital CompanyBroker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Merrill Lynch Funds Distributor, INC.Broker
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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