KC
KC

Kevin Corkery

28 Years of Experience
Oneonta, NY
1 DisclosureBrokerSells Insurance

Kevin Corkery is a registered investment advisor at LPL Financial LLC, based in Oneonta, NY, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

One Wall Street, Oneonta, NY, 13820

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2009
Other Business ActivitiesSells Insurance

Kevin works as a freelance musician and private drum teacher. He also works at NBT Insurance Agency selling non-variable insurance products, dedicating a few hours per week, and operates under NBT Investment Services as a DBA for LPL Business.

Employment History
Current Registrations
LPL Financial LLC
October 2018 - Present · 7 yrs 11 mos
LPL Financial LLC
July 2015 - Present · 11 yrs 2 mos
LPL Financial LLCBroker
July 2015 - Present · 11 yrs 2 mos
Previous Registrations
J.W. Cole Financial, INC.Broker
December 2009 - August 2015 · 5 yrs 8 mos
MML Investors Services, INC.Broker
November 2006 - December 2009 · 3 yrs 1 mo
Equity Services, INC.Broker
October 2000 - November 2006 · 6 yrs 1 mo
Pruco Securities CorporationBroker
April 1997 - October 2000 · 3 yrs 6 mos
State Registrations8 states
AZCTFLMANCNYPASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Corkery - Financial Advisor | TrueAdvisor