Akhil Kumar
Akhil Kumar is a registered investment advisor at LPL Financial LLC, based in New York, NY, 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
215 Lexington Avenue, Suite 17B, New York, NY, 10016
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Akhil is a Partner/COO/Advisory Rep of an RIA since 2018 and dually registered with Arch Global Advisors, LLC and Cadaret Grant & Co., Inc. Akhil is also an independent insurance agent selling fixed annuities, life/health, credit and travel insurance, and a partner at Arch Global Partners LLC providing advisory services, financial planning, and insurance; these activities take about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
Arch Global Advisors, LLC
Previous Registrations
LPL Financial LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Cambridge Investment Research, INC.Broker
Voya Financial Advisors, INC.Broker
National Securities CorporationBroker
Gunnallen Financial, INCBroker
State Registrations27 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.