Kevin Mcgillivray
Kevin Mcgillivray is a registered investment advisor at LPL Financial LLC, based in Andover, MA, with 23 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
300 Brickstone Sq, Ste 201 Ofc 235, Andover, MA, 01810
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Kevin is a DBA for LPL business through KEM Strategic Partners, LLC since 2013. He also works as a notary, spending minimal time per month notarizing documents for clients, and prepares taxes through KEMTax, spending about half of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cssc Brokerage Services, INC.Broker
Cssc Investment Advisory Services, INC.
Mutual Service CorporationBroker
State Registrations6 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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