Kevin Kelleher is a registered investment advisor at LPL Financial LLC, based in Fort Lauderdale, FL, with 16 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
1995 E Oakland Park Blvd Ste 105, Fort Lauderdale, FL, 33306
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates Sunstone Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He is also the sole owner of Saibhreas Management Group, LLC, a business entity for tax/investment purposes, spending about a quarter of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Nylife Securities LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations3 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.