Kevin Gallagher is a registered investment advisor at LPL Financial LLC, based in Brookeville, MD, with 20 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
18819 Quarrymen Terrace, Brookeville, MD, 20833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin presents retirement and financial planning educational seminars, dedicating about 10-20% of his time to this activity. He is also the author of a book available on Amazon.com, but spends minimal time on it now that it is published.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Calvert Distributors, INC.Broker
Biltmore Securities, INCBroker
Stratton Oakmont INC.Broker
State Registrations23 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.