Kevin Boisselle
Kevin Boisselle is a PFS-designated registered investment advisor at LPL Financial LLC, based in Springfield, MA, 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
1 Monarch Pl Ste 810, Suite 810, Springfield, MA, 01144
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 ActivitiesSells Insurance
Kevin is a partner in a CPA firm, Boisselle, Morton & Wolkowicz, LLP. He also sells life insurance (5% of his business), is a finance committee member for the Northampton Chamber of Commerce (minimal time), and works as a financial professional under the name Grenier Financial Advisors (more than full-time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Walnut Street Securities, INC.Broker
Grenier Baker & Associates, INC
Nathan & Lewis Securities, INC.Broker
State Registrations3 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.