Kevin Jackson
Kevin Jackson is a registered investment advisor at LPL Financial LLC, based in Charleston, SC, 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
21 Gamecock Ave Ste A, Charleston, SC, 29407
Get directionsHistory
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.
Exams
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