Kevin Jackson
Kevin Jackson is a registered investment advisor at LPL Financial LLC, based in Charleston, SC, 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
21 Gamecock Ave Ste A, Charleston, SC, 29407
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Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Kevin is affiliated with Covenant Insurance Group, selling non-variable insurance products since 2019. This activity is investment-related and he spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.