Kevin Cecil
Kevin Cecil is a registered investment advisor at LPL Financial LLC, based in Raleigh, NC, 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
3701 Lake Boone Trail, Ste 302, Raleigh, NC, 27607
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Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Kevin is involved in several business activities, including non-variable insurance sales with multiple companies such as Amerus Life Insurance Company, Lincoln Financial, and CRUMP, taking up about 35% of his time collectively. He also rents a beach front condo with his family.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations21 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.