Kerrick Bubb
Kerrick Bubb is a registered investment advisor at LPL Financial LLC, based in Redlands, CA, with 38 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
1782 Orange Tree Lane, Redlands, CA, 92374
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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
Kerrick is involved in several business activities, including non-variable insurance sales, real estate rentals through Eagle Hawk LLC, and providing investment advisory services through KWB Wealth. He dedicates nearly full-time hours to KWB Wealth.
Employment History
Current Registrations
LPL Financial LLC
Kwb Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Great American Securities INC.Broker
State Registrations36 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.