Kevin Patterson is a registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, 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
7777 Center Ave., Suite 120, Huntington Beach, CA, 92647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates under the DBAs Guided Wealth Advisors and Guided Wealth for his LPL business, dedicating about half his time to the former and a few hours per week to the latter. He also assists with a family cold storage business, Tony Guerriero cold storage, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations17 states
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