Kevin Doyle
Kevin Doyle is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, 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
1430 High Street, Bldg 12, Williamsburg, VA, 23185
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2017Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Kevin is involved in insurance sales through Virginia Insurance Agency Solutions since March 2020, dedicating a few hours per week. He also works as a consultant for American Energy Investment Group, assisting in marketing an air purifying system, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Capital Brokerage CorporationBroker
Wachovia Securities, LLCBroker
State Registrations6 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.