Kevin Englert is a registered investment advisor at LPL Financial LLC, based in Springfield, VA, 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
6116 Rolling Rd, Ste 114, Springfield, VA, 22152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates under the DBA Englert Financial for his LPL business and is involved with Englert and Associates CPAs, a tax preparation/accounting firm. He also owns rental properties; each of these activities takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations18 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.