Kevin Mcgillivray
Kevin Mcgillivray is a registered investment advisor at LPL Financial LLC, based in Andover, MA, with 23 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
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.