Kevin Quesada
Kevin Quesada is a registered investment advisor at LPL Financial LLC, based in Miami, FL, with 13 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
9955 N Kendall Dr Ste 204, Miami, FL, 33176
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2013Other Business ActivitiesSells Insurance
Kevin operates his LPL business through Total Wealth Planners and GradePoint Financial, dedicating full-time hours to the former and minimal time to the latter. He also owns Sunbelt Financial Services LLC, spends about a quarter of his time on non-variable insurance, owns rental real estate, and is a business owner of Med Lab Diagnostics.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.Broker
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.
Exams
More Advisors
- Blake Calligaro, CFP, ChFCLPL Financial LLC
- John HolianLPL Financial LLC
- David Kaufman, CFP, ChFCLPL Financial LLC
- Sean Mullervy, CFPLPL Financial LLC
- Robert Sileo, CFPLPL Financial LLC
- Ashton Medina, CFA, CFPLPL Financial LLC