Kenneth Evangelista is a registered investment advisor at LPL Financial LLC, based in Williamston, MI, 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
148 E Grand River Ave., Williamston, MI, 48895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth operates under several DBAs for his LPL business, including Wealth Advisory Group Inc, CG Advisor Network, and CG Financial Services. He also provides investment advisory services through Capital Asset Advisory Services, LLC, spending about half his time on CAAS INC, a holding company for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Invest Financial Corporation
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.