Kevin Stoddard is a CFA-designated registered investment advisor at LPL Financial LLC, based in Medfield, MA, 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
Medfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is the President/Owner of Stoddard Financial LLC, which is a DBA for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Winslow, Evans & Crocker, INC.Broker
Detwiler, Mitchell, Fenton & Graves, INC.Broker
Commonwealth Financial NetworkBroker
State Registrations19 states
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