Kevin Corkery
Kevin Corkery is a registered investment advisor at LPL Financial LLC, based in Oneonta, NY, with 29 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
One Wall Street, Oneonta, NY, 13820
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2009Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.W. Cole Financial, INC.Broker
MML Investors Services, INC.Broker
Equity Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations11 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.
Exams
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