Kevin Messett
Kevin Messett is a registered investment advisor at LPL Financial LLC, based in Scranton, PA, 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
1101 Penn Ave, Ste A, Scranton, PA, 18509
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Kevin is an agent for term life insurance through Manci Agency LLC, dedicating about 10-20% of his time. He also owns New Seasons Financial, a mortgage/real estate services company, taking about two-thirds of his time, and operates Oak & Stone Capital Advisors and Oak & Stone Capital as DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Vision Investment Services, INC.Broker
Vision Investment Services, INC.Broker
Fintegra, LLCBroker
Icba Financial Services CorporationBroker
State Registrations4 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.