KB
CFP · ChFC
KB
CFP · ChFC

Kevin Bidenkap

31 Years of Experience
Torrance, CA
BrokerSells Insurance

Kevin Bidenkap is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Torrance, CA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1957 Carson Street, Suite 100, Torrance, CA, 90501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is involved in several business activities, including real estate rental, serving as a board member for Quick Class, Inc., and operating Tortuga Wealth Management as a registered investment advisor and DBA for his LPL business. He also sells non-variable insurance through Beneficial Life Insurance Co., dedicating a few hours per week to this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2010 - Present · 16 yrs
Tortuga Wealth Management
May 2010 - Present · 16 yrs
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Citigroup Global Markets INC.
August 2005 - June 2009 · 3 yrs 10 mos
Morgan Stanley
November 1998 - August 2005 · 6 yrs 9 mos
Morgan Stanley Dw INC.Broker
March 1995 - August 2005 · 10 yrs 5 mos
Pruco Securities CorporationBroker
September 1994 - February 1995 · 5 mos
State Registrations31 states
ARAZCACOCTFLGAHIIDILINLAMAMIMNMTNENMNVNYOHORPARITNTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kevin Bidenkap - Financial Advisor | TrueAdvisor