Kevin Christensen
Kevin Christensen is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 15 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
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.