Kenneth South
Kenneth South is a registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 40 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
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.