Kevin Counts is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in Bowling Green, KY, 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
1143 Fairway St Ste 106, Bowling Green, KY, 42103
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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.
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Kevin is involved in real estate rental through KDC KY Properties, dedicating minimal time. He also operates Platinum Rule Wealth Management as a DBA for his LPL business, dedicating full-time hours, including time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
LPL Financial LLCBroker
1st Global Advisors INC
Wealth Management, INC.
1st Global Advisors INC
1st Global Capital CORP.Broker
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
State Registrations9 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.