Kevin Lonergan
Kevin Lonergan is a registered investment advisor at LPL Financial LLC, based in Foster City, CA, with 33 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
303 Vintage Park Dr Ste 120, Foster City, CA, 94404
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2004Other Business ActivitiesSells Insurance
Kevin owns Hazy Hen Endeavors LLC for tax/investment purposes, dedicating minimal time. He also operates under the DBA Pacific Wealth Management Group for his LPL business full-time, and sells non-variable insurance products, including life, health, and LTC, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Mutual of Omaha Investor Services, INC.Broker
Country Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 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.