Kevin Brodrick
Kevin Brodrick is a registered investment advisor at LPL Financial LLC, based in Athens, GA, 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
598 South Milledge Ave Ste 1, Athens, GA, 30605
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a partner in Less Than A Mile, LLC, sharing a beach home with others, and a board member for Berry College Planned Giving Council. He also sells insurance through LPL under the DBA Truxton Securities, and works as a Relationship Manager for Truxton Trust, dedicating about a quarter of his time to the LPL insurance sales and about 10-20% of his time to Truxton Trust.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations9 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.