Kevin Glass
Kevin Glass is a registered investment advisor at LPL Financial LLC, based in Saint Marys, OH, 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
100 West Spring Street, Saint Marys, OH, 45885
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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
Kevin sells fixed insurance products, including life and health insurance and fixed annuities, dedicating about 10% of his time to this activity. He also spends about 10% of his time on tax preparation, accounting, and bookkeeping services through McBride's Tax Services, and works full-time at Glass Dieringer Investment Management as a DBA for LPL Business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Proequities, INC.Broker
Painewebber IncorporatedBroker
Lloyd Wade Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
La Jolla Capital CorporationBroker
State Registrations15 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.