Kevin Tang is a CFP-designated registered investment advisor at LPL Financial LLC, based in Honolulu, HI, 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
1585 Kapiolani Blvd Ste 1188, Honolulu, HI, 96814
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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 sells fixed life insurance, annuities, long-term care, and disability insurance, dedicating about 10-20% of his time to this activity. He also operates Anton Financial as a DBA for his LPL business and owns several rental properties, and works as a martial arts instructor for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
State Registrations23 states
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