Kenneth Raymond
Kenneth Raymond is a registered investment advisor at LPL Enterprise, LLC, based in Mcmurray, PA, with 28 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
161 Waterdam Road, Suite 240, Mcmurray, PA, 15317
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2009Customer Dispute
September 2005Criminal
December 2004Other Business Activities
Kenneth is involved in aviation sales and leasing through World Wide Aviation Services, LLC since 2018. He dedicates minimal time to this outside employment, which is not investment-related.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.
Exams
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