Kenneth Weeks
Kenneth Weeks is a registered investment advisor at LPL Financial LLC, based in Severna Park, MD, with 33 years of industry experience. Kenneth 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 Ritchie Hwy Ste 201, Severna Park, MD, 21146
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2000Other Business ActivitiesSells Insurance
Kenneth operates under the DBA Gladstone Wealth Partners for his LPL business and is involved with Non-Variable Insurance through Book of Brokers. He also owns rental real estate property since 2009.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
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.
Exams
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