Kevin Loyd
Kevin Loyd is a registered investment advisor at LPL Financial LLC, based in Town and Country, MO, 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
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
14500 S. Outer 40, Ste 200, Town and Country, MO, 63017
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2023Customer Dispute
August 2023Regulatory
July 2023Other Business ActivitiesSells Insurance
Kevin operates his LPL business through Legacy Wealth Advisors, Inc., dedicating full-time hours to it. He also owns Legacy Tax Advisors, LLC, spending about 10-20% of his time on tax preparation and accounting, and sells non-variable insurance products (life, long-term care, and fixed annuities) through Legacy Wealth Advisors, Inc., spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Barber Financial Group
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations14 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.