Seth Kovensky
Seth Kovensky is a CFP-designated registered investment advisor at LPL Financial LLC, based in Savannah, GA, 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
340 Eisenhower Dr Ste 710, Savannah, GA, 31406-1608
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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
Seth is a general agent for fixed insurance and long-term care through The National Benefit Corp, dedicating about 10-20% of his time. He also owns Live Oak Financial Planning, LLC, a business entity for tax purposes, and operates under the DBA Live Oak Financial Services LLC, where he sells life, health, disability, long-term care, fixed annuity, and term insurance products, spending about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations22 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.