Kerry Tallon
Kerry Tallon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsford, NY, 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
1163 Pittsford-Victor Road, Suite 240, Bldg. 4, Pittsford, NY, 14534
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerry is an IAR and owner at Post Resch Tallon Group Advisors, dedicating about half their time to this activity. Since 1996, Kerry has also been selling life, accident and health, LTC, and annuity insurance in NY through various companies, representing 1% of their business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Post Resch Tallon Group
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Mcdonald Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 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.