Kerry Skinner is a registered investment advisor at LPL Financial LLC, based in Eldridge, IA, with 20 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
Eldridge, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kerry operates Parable Wealth Management, LLC, as a DBA for their LPL business, dedicating about half their time to it. Kerry also works as a golf instructor (minimal time), owns SB&T, LLC (about 10-20% of their time), and is a registered agent for BRIDGECAPT RECORDS LLC (minimal time).
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations10 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.