Kevin Moore
Kevin Moore is a registered investment advisor at LPL Financial LLC, based in Bloomington, IL, with 31 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
2101 Eastland Dr. Suite A2, Bloomington, IL, 61704
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Kevin is involved with Capitas Financial selling non-variable insurance, dedicating minimal time. He also operates Fibonacci Wealth Alliance as a DBA for his LPL business, spending about a quarter of his time during securities trading, and refers clients to Medicare Back Office, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.Broker
Van Kampen Funds INC.Broker
Van Kampen Funds INC.Broker
Kemper Distributors, INC.Broker
Ameritrade, INC.Broker
Ffg Investments INC.Broker
Van Kampen Merritt INC.Broker
State Registrations27 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.