Susan Coy-Kamph
Susan Coy-Kamph is a registered investment advisor at LPL Financial LLC, based in Minerva, OH, with 25 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
213 N Market St, Minerva, OH, 44657
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Susan is affiliated with Stratos Wealth Partners and Coy-Kamph Financial Group as a DBA for her LPL business and provides investment advisory services through Stratos Wealth Partners, LTD. She also works with Agency Development Corporation as an insurance agent, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Banc One Securities CorporationBroker
State Registrations9 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.