Kevin Parker
Kevin Parker is a registered investment advisor at LPL Financial LLC, based in Wesley Chapel, FL, with 26 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
Wesley Chapel, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2005Other Business Activities
Kevin operates his LPL business under the DBA Hershey Retirement Solutions. He also has a business entity, KJP LLC, for tax/investment purposes, taking about half of his time, and spends minimal time as a Notary Public.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Raymond James Financial Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
National Planning CorporationBroker
State Registrations19 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.