Kenzie Conway is a CFP-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 21 years of industry experience. Kenzie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
757 N Eldridge Pkwy Ste 675, Houston, TX, 77079
Get directionsHistory
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 →Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Capital Advisors, INC.
South Texas Money Management, LTD.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
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
More Advisors
- Ronald MecklerLPL Financial LLC
- Beaumont BoyceLPL Financial LLC
- Lisa Marcelli, CFPLPL Financial LLC
- Ellen MallayLPL Financial LLC
- Mark Simpson, CFPLPL Financial LLC
- David Spann, CFPLPL Financial LLC