Kevin Adam is a registered investment advisor at LPL Financial LLC, based in Columbia, MO, 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
4013 Frontgate Dr Suite 107, Columbia, MO, 65203
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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 Registrations6 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.