Kevin Porter is a registered investment advisor at LPL Financial LLC, based in Endicott, NY, with 30 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
24 Mckinley Ave, Endicott, NY, 13760
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates several businesses, including Visions Investment Services, Visions Analysis LLC, The Barber-Porter Group, and Visions Wealth Management. Visions Analysis LLC is for tax/investment purposes and takes nearly full-time hours during securities trading, while the other entities are DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
Visions Analysis LLCBroker
Visions Analysis LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cco Investment Services CORP.Broker
M&t Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations37 states
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