KK
KK

Kenneth Kussay

31 Years of Experience
Colmar, PA
Broker

Kenneth Kussay is a registered investment advisor at LPL Financial LLC, based in Colmar, PA, 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.

Loading...

Location

590 Bethlehem Pike Ste B, Colmar, PA, 18915

Get directions

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.

Learn about disclosures →
Other Business Activities

Kenneth operates under the DBA Granite Financial Solutions, LLC, dedicating nearly all of his time to it. He also owns a duplex with two residential rental units, but spends minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
January 2006 - Present · 20 yrs 4 mos
LPL Financial LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Hornor, Townsend & Kent, INC.
November 2004 - January 2006 · 1 yr 2 mos
Hornor, Townsend & Kent, INC.Broker
February 1995 - January 2006 · 10 yrs 11 mos
State Registrations20 states
ALAZCACOCTDCDEFLGAILINKSMDNCNJNYOHPAVAWA
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.
Kenneth Kussay - Financial Advisor | TrueAdvisor