Kevin Czarnecki is a registered investment advisor at LPL Financial LLC, based in Eugene, OR, 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
Eugene, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates Czarnecki Advisory Services as a DBA for his LPL business and owns Kevin Czarnecki Advisory Services, Inc. for tax/investment purposes. He also owns rental real estate and 341 Main Street, LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
E*trade Securities, IncorporatedBroker
State Registrations18 states
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