Kelly Perkins is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, 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
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 Registrations21 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.