Beverly Ketel
Beverly Ketel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manchester, NH, with 27 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
697A Union Street, Manchester, NH, 03104
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Beverly is involved with Ketel Tax Services, LLC doing tax preparation and accounting, dedicating minimal time. She also provides legal services through Ketel Law, PC, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Curbstone Financial Management CorporationBroker
State Registrations5 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.