Kenneth South
Kenneth South is a registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 41 years of industry experience. Kenneth 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
610 Newport Center Dr Ste 1520, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2025Employment Separation After Allegations
March 2006Customer Dispute
February 2003Customer Dispute
June 1994Other Business Activities
Kenneth is involved in several real estate rental activities, some through S&K Ministries, and acts in a fiduciary capacity for a living trust. He also operates under the business names Tower 68 Financial Advisors and South Group.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations40 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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