Kenneth Carruba
Kenneth Carruba is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Trinity, FL, with 32 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
1819 Short Branch Dr, Ste 101, Trinity, FL, 34655
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Kenneth is involved in three outside business activities. He sells non-variable insurance, spends minimal time as a business owner for Silent Partners Technology, and dedicates about a quarter of his time to Wealth Bridge Financial Group, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Oneamerica Securities, INC.Broker
First Investors CorporationBroker
State Registrations17 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.