Kendra Riconosciuto is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 18 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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.
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Kendra owns rental property and arranges for its maintenance, dedicating minimal time to this activity. She also serves as a board member for the Lakewood Rotary club, a non-profit organization, spending minimal time overseeing youth services committees.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
LPL Financial LLCBroker
LPL Financial LLC
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Russell Investments
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Shelgren Financial Group, INC.
Great American Advisors, INC.
Great American Advisors, INC.Broker
State Registrations19 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.