Kevin Gray is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oakland Park, FL, with 13 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
Oakland Park, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is involved in several business activities. He spends about 10-20% of his time at Greyson Tax & Consulting, works full-time at Russell Sweeney Wealth Management, and owns BSKG Holdings LLC and KGRAY Holdings LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
NFP Retirement INC.
Fisher Investments
LPL Financial LLC
LPL Financial LLCBroker
Northern Lights Distributors, LLCBroker
Swan Global Investments, LLC
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations8 states
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