Kevin Couch is a registered investment advisor at LPL Financial LLC, based in Inverness, AL, 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
107 Inverness Corners, Inverness, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates under the DBA Renasant Financial Services in Birmingham, AL, dedicating 100% of his time to this activity since 2013. This appears to be his primary business activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INCBroker
Bbva Compass Investment Solutions, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations9 states
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