Kevin Barry is a registered investment advisor at LPL Financial LLC, based in Beverly, MA, with 34 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
900 Cummings Center, #414U, Beverly, MA, 01915
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2010Customer Dispute
April 2010Customer Dispute
November 2000Other Business Activities
Kevin is a notary since 2018. He also operates under the DBA Northeast Planning Associates, Inc. for his LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
State Registrations12 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.
Exams
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