Kevin Sincavage is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 11 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
461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates L. Ross Wealth Management, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also provides investment advisory services through Private Portfolio Partners, spending about half his time on this activity, and operates Caruso Financial Group LLC as another DBA for his LPL business, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
LPL Financial LLC
State Registrations10 states
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