Kim Qvistorff
Kim Qvistorff is a CFP-designated registered investment advisor at LPL Financial LLC, based in White Plains, NY, with 35 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
202 Mamaroneck Ave Suite 506, White Plains, NY, 10601
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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
Kim is involved with several charitable organizations and is an investment advisor representative (IAR) with American Portfolios Advisors. Kim also uses fixed annuities, long-term care (LTC) coverage, and disability coverage with clients as part of financial planning through Q&R Financial Services, dedicating about 10-20% of their time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
The Advisors Group, INC.Broker
Fleet Enterprises, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Nordberg Capital INC.Broker
State Registrations18 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.