Kevin Ralph
Kevin Ralph is a CFP-designated registered investment advisor at LPL Financial LLC, based in Exton, PA, with 14 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
1 E. Uwchlan Avenue, Suite 302, Exton, PA, 19341
Get directionsHistory
Regulatory History (1)
Criminal
August 2006Other Business ActivitiesSells Insurance
Kevin is a financial advisor with Secure Planning Group, LLC, Wealthcare Advisory Partners LLC, and LPL Financial LLC. He also sells non-variable insurance products, including fixed, life, disability income, long-term care, and health insurance, taking about half of his time.
Employment History
Current Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
New England SecuritiesBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations9 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.