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. Kevin 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
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.
Learn about disclosures →Other Business Activities
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.
Exams
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