Kevan Mcnaught
Kevan Mcnaught is a registered investment advisor at LPL Financial LLC, based in Windsor, CO, 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
Windsor, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2010Customer Dispute
September 2001Other Business Activities
Kevan operates Smart Retirement Company and Deliberate Wealth Strategies as DBAs for his LPL business, dedicating about a quarter of his time to each. He also acts as a co-trustee for the McNaught Family Trust and the Donald C McNaught Life Insurance Trust, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
A. G. Edwards & Sons, INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
The Principal/eppler, Guerin & Turner, INC.Broker
State Registrations11 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.