Kevin Bayani
Kevin Bayani is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hackensack, NJ, 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 University Plaza Drive, Suite 114, Hackensack, NJ, 07601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an enrolled agent at New Horizon Financial Tax Services LLC, dedicating about 10-20% of his time to preparing taxes since 2015. He also sells life insurance, Medicare supplements, and other health insurance products with Kansas City Life Insurance and United Healthcare, representing a small portion of his business. Additionally, Kevin is a student at the University of Georgia, spending about a quarter of his time on his financial planning major.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations29 states
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