KK
CFP
KK
CFP

Kevin Kitchin

22 Years of Experience
Lexington, KY
1 DisclosureBrokerSells Insurance

Kevin Kitchin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lexington, KY, 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

131 Prosperous Pl. Ste 14A, Lexington, KY, 40509

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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.
Employment Separation After Allegations
July 2011
Other Business ActivitiesSells Insurance

Kevin operates VFG Wealth Management & Benefit Solutions as a DBA for his LPL business. He also owns Prosperous Properties, a real estate rental business, dedicating minimal time, and Kitchin Financial Services, a business entity for tax/investment purposes, taking nearly full-time hours. Additionally, Kevin is involved with Kitchin Financial Services as an insurance agency, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
May 2023 - Present · 3 yrs
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Royal Alliance Associates, INC.Broker
August 2017 - June 2023 · 5 yrs 10 mos
Royal Alliance Associates, INC.
August 2017 - June 2023 · 5 yrs 10 mos
Ameritas Investment CORP
August 2011 - September 2017 · 6 yrs 1 mo
Ameritas Investment CORP.Broker
August 2011 - September 2017 · 6 yrs 1 mo
PNC InvestmentsBroker
November 2009 - July 2011 · 1 yr 8 mos
PNC Investments
November 2009 - July 2011 · 1 yr 8 mos
Natcity Investments, INC.
September 2007 - November 2009 · 2 yrs 2 mos
Natcity Investments, INC.Broker
December 2005 - November 2009 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.
October 2003 - November 2005 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
May 2003 - November 2005 · 2 yrs 6 mos
State Registrations21 states
ALAZCACOCTFLGAKYLAMIMONCNJNYOHORPASCTNTXVA
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.
Kevin Kitchin - Financial Advisor | TrueAdvisor