Kenneth Eversfield
Kenneth Eversfield is a registered investment advisor at LPL Financial LLC, based in Glendora, CA, with 26 years of industry experience. Kenneth 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
2001 E. Financial Way, Suite 104, Glendora, CA, 91741
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2010Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Kenneth is an agent for accident & health, life, and variable insurance. He also operates under the DBA Arrowhead Wealth Advisors for his securities business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Crowell Weedon & CO.
Crowell Weedon & CO.Broker
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
State Registrations25 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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