Kerry Cowan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Somerset, 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
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
100 Church St, Somerset, KY, 42501-1681
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Regulatory History
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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Kerry operates Cowan Financial Services as a DBA for LPL business and is involved with Fox Total Car Care, LLC, an automotive care business. Additionally, Kerry owns and manages multiple real estate rental properties through FTCC Properties, LLC, Cowan Properties, LLC, and KMC12070 Properties, LLC, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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