Aaron Kennedy
Aaron Kennedy is a registered investment advisor at LPL Financial LLC, based in Parker, CO, with 27 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
19753 E Pikes Peak Ave, Ste G-102, Parker, CO, 80138
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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
Aaron operates True North Personal Wealth Management, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also works with New Aspect Insurance Services, LLC selling non-variable insurance, which takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Hartford Equity Sales Company INC.Broker
State Registrations16 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.