Kurt Kerrigan
Kurt Kerrigan is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, 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
1300 Summit Ave Ste 120, Fort Worth, TX, 76102
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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
Kurt sells non-variable insurance, works as a CPA/bookkeeper/tax preparer, and operates 5K Financial Inc. for fixed insurance sales. He also works as a public notary and operates Legacy Financial Services as a DBA for his LPL business, spending minimal time on fixed insurance sales through this entity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
State Registrations32 states
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