Kevin Adam is a registered investment advisor at LPL Financial LLC, based in Columbia, MO, with 32 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
4013 Frontgate Dr Suite 107, Columbia, MO, 65203
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2025Customer Dispute
September 2018Customer Dispute
October 2006Customer Dispute
July 2006Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stirlingshire Investments
Lincoln Investment
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Princor Financial Services CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 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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