Kelly Perkins is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 32 years of industry experience. Kelly 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
100 Crescent Court, Suite 445, Dallas, TX, 75201
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2012Customer Dispute
March 2007Other Business Activities
Kelly is involved in several business activities, including lecturing at Southern Methodist University (dedicating minimal time), and various DBAs for LPL business, such as Texas Private Wealth Advisors LLC and HP Wealth Partners. She also manages Coffield Family Management LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations22 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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