Susan Coy-Kamph
Susan Coy-Kamph is a registered investment advisor at LPL Financial LLC, based in Minerva, OH, with 24 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
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 Registrations10 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.