KI
KI

Kenneth Isbell

14 Years of Experience
Jacksboro, TX
BrokerSells Insurance

Kenneth Isbell is a registered investment advisor at LPL Financial LLC, based in Jacksboro, TX, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

513 Henderson Pr, Jacksboro, TX, 76458

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kenneth is an insurance agent with AFLAC since 2017. He also operates Victory Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours, and owns 4I's Properties LLC for real estate rental, taking a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2018 - Present · 7 yrs 6 mos
LPL Financial LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Edward Jones
April 2012 - November 2018 · 6 yrs 7 mos
Edward JonesBroker
January 2012 - November 2018 · 6 yrs 10 mos
State Registrations3 states
COOKTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kenneth Isbell - Financial Advisor | TrueAdvisor