Kenneth Cooper
Kenneth Cooper is a registered investment advisor at LPL Financial LLC, based in Towson, MD, with 49 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Towson, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Kenneth operates under the DBA Financial Solutions Advisory for his LPL business since 2021 and has been involved with non-variable insurance since 1996. He also has outside employment with MetLife Group Benefits since 2016 and is a Notary Public since 2010, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metropolitan Life Insurance CompanyBroker
State Registrations5 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.
Exams
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