KW
KW

Kevin Wall

25 Years of Experience
Orland Park, IL
1 DisclosureBrokerSells Insurance

Kevin Wall is a registered investment advisor at LPL Financial LLC, based in Orland Park, IL, 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.

Loading...

Location

11532 W 183rd Pl Unit Se, Orland Park, IL, 60467

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2005
Other Business ActivitiesSells Insurance

Kevin sells independent fixed and non-variable insurance, dedicating minimal time during trading hours. He also operates Wall Street Wealth Management, LLC as a DBA for his LPL business, and has ownership in two rental properties.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2019 - Present · 6 yrs 8 mos
LPL Financial LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Fsc Securities Corporation
September 2015 - October 2019 · 4 yrs 1 mo
Fsc Securities CorporationBroker
September 2015 - October 2019 · 4 yrs 1 mo
Metlife Securities INC.Broker
October 2010 - September 2015 · 4 yrs 11 mos
Metlife Securities INC.
October 2010 - September 2015 · 4 yrs 11 mos
LPL Financial Corporation
January 2006 - October 2010 · 4 yrs 9 mos
LPL Financial CorporationBroker
October 2005 - October 2010 · 5 yrs
Edward JonesBroker
August 2000 - September 2005 · 5 yrs 1 mo
State Registrations21 states
AZCACOFLILINKYMIMNMOMTNCNVOHOKORTNTXVAWAWI
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.
Kevin Wall - Financial Advisor | TrueAdvisor