KF
KF

Kirk Feret

23 Years of Experience
Paramus, NJ
1 DisclosureBroker

Kirk Feret is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2005
Final Disposition
Employment History
Current Registrations
LPL Financial LLC
September 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
September 2015 - Present · 10 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - September 2015 · 2 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2015 · 2 yrs 11 mos
Chase Investment Services CORP.
October 2009 - October 2012 · 3 yrs
Chase Investment Services CORP.Broker
February 2009 - October 2012 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
January 2008 - December 2008 · 11 mos
Hornor, Townsend & Kent, INC.Broker
June 2007 - December 2007 · 6 mos
Metlife Securities INC.Broker
November 2004 - June 2007 · 2 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
November 2004 - June 2007 · 2 yrs 7 mos
Cadaret, Grant & CO., INC.Broker
February 2003 - November 2004 · 1 yr 9 mos
MML Investors Services, INC.Broker
April 2002 - September 2002 · 5 mos
Harrison Securities, INC.Broker
September 2001 - December 2001 · 3 mos
Ladenburg Capital Management INC.Broker
June 2001 - October 2001 · 4 mos
State Registrations4 states
MENCNJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kirk Feret - Financial Advisor | TrueAdvisor