Kevin Bultman
Kevin Bultman is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lutherville, MD, with 37 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
1301 York Rd, Ste 303, Lutherville, MD, 21093
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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
Kevin operates The Tenet Financial Group as a DBA for his LPL business, dedicating nearly full-time hours to it. He also has a business entity for tax/investment purposes and sells non-variable insurance products, dedicating minimal time to the former and a few hours per week to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Locust Street Securities, INC.Broker
Guardian Investor Services CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations13 states
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