Kenneth Segal
Kenneth Segal is a registered investment advisor at LPL Financial LLC, based in Philadelphia, PA, 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
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
2001 Market St, Ste 2500, Ofc 2540, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Kenneth has several outside business activities, including DBAs, insurance sales (UnitedHealthcare, PlusGroup, Guardian Life, Union Central Life, BackNine Insurance, Sage Insurance), and conducting continuing education workshops for CPAs. He spends minimal time on most of these activities, with the exception of the seminars, which take about 10% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.