KW
KW

Kemple Williamson

25 Years of Experience
Greenville, NC
Broker

Kemple Williamson is a registered investment advisor at LPL Financial LLC, based in Greenville, NC, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1290 E Arlington Blvd Ste 136, Greenville, NC, 27858

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kemple operates Seagate Wealth Management, a DBA for LPL business, dedicating nearly full-time hours to it. He also manages Crows Nest Holdings LLC for tax/investment purposes, spending minimal time on it, and Seagate Advisors, another DBA for LPL business, spending a few hours per week on it.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2007 - Present · 18 yrs 6 mos
LPL Financial LLC
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Raymond James Financial Services
April 2005 - December 2007 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
March 2005 - December 2007 · 2 yrs 9 mos
Wachovia Securities, LLC
June 2002 - March 2005 · 2 yrs 9 mos
Wachovia Securities, LLCBroker
June 2002 - March 2005 · 2 yrs 9 mos
Wachovia Securities, INC.
April 2002 - June 2002 · 2 mos
Wachovia Securities, INC.Broker
January 2001 - June 2002 · 1 yr 5 mos
Edward JonesBroker
August 2000 - January 2001 · 5 mos
State Registrations5 states
FLNCSCTNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kemple Williamson - Financial Advisor | TrueAdvisor