Kevin Appler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Meade, MD, with 29 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
9824 Herczog Rd Gate House 4, Fort Meade, MD, 20755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates Tower Wealth Management as a DBA for his LPL business. He dedicates all of his time to this investment-related activity at the reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Nylife Securities LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
New England SecuritiesBroker
Equity Services, INC.Broker
State Registrations26 states
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