Kevin Christensen
Kevin Christensen is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 15 years of industry experience. Kevin 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
1420 Kettner Blvd Ste 100, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2022Other Business Activities
Kevin manages a family rental house in San Diego, dedicating a few hours per week. He also has two business entities, Align Planning LLC and Aligned Financial Planning, for tax/investment purposes and his LPL business, respectively, dedicating full-time hours to each. Kevin also has a real estate rental business, Thornmint I, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Overland and Shanahan
Stratos Wealth Partners, LTD
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.
Exams
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