Kevin Weber is a CFP-designated registered investment advisor at LPL Financial LLC, based in South Hamilton, MA, with 18 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
25 Railroad Ave, South Hamilton, MA, 01982
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Kevin operates his LPL business under the DBA Wilmington Advisors @ M&T. He also has outside W-2 employment at the University of Buffalo and Bryant & Stratton College, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Wells Fargo Advisors, LLCBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Seco West LimitedBroker
State Registrations46 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.