Kenneth Bertucci
Kenneth Bertucci is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in New Orleans, LA, 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
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
1321 Hickory Ave, Suite 100, New Orleans, LA, 70123
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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
Kenneth operates under several DBAs for his LPL business, including Bertucci & Labiche Private Wealth Management, Retirement Planning Partners, and Bertucci Wealth Management, LLC, dedicating nearly full-time hours to the latter. He also owns Bertucci and Labiche Properties, LLC, a real estate rental business, and is a non-variable insurance agent, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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