KV
KV

Kane Vines

22 Years of Experience
Plano, TX
Broker

Kane Vines is a registered investment advisor at LPL Financial LLC, based in Plano, TX, with 22 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

6860 North Dallas Parkway, Ste 200, Office 252, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kane operates Expound Wealth Management as a DBA for their LPL business, dedicating full-time hours. Kane also owns Insightful Solutions Group, LLC (for tax/investment purposes), Clear Sky Property Group, LLC (real estate rental), Fast Cash Your Home, LLC, and Colossal Capital, LLC, dedicating minimal time to the first and about 10-20% of their time to the latter three.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2003 - November 2023 · 20 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 2003 - November 2023 · 20 yrs 7 mos
Ids Life Insurance CompanyBroker
April 2003 - July 2006 · 3 yrs 3 mos
State Registrations23 states
ALARCACOCTDCFLIAILINKSKYMEMINCNVNYOKPASCTNTXWI
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.
Kane Vines - Financial Advisor | TrueAdvisor