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Cameron Kerns

LPL Financial LLC
13 Years of Experience
Harrisonburg, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Cameron Kerns is a registered investment advisor at LPL Financial LLC, based in Harrisonburg, VA, with 13 years of industry experience. Cameron 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

563 Neff Ave, Ste B, Harrisonburg, VA, 22801

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History

Regulatory History (1)
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Criminal
August 1985
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cameron owns CKLB LLC, a real estate rental business, dedicating minimal time. Cameron also operates BRB Wealth as a DBA for his LPL business full-time, and is an agent for BRB Insurance Agency, LLC, selling non-variable insurance products a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
October 2021 - Present · 5 yrs
LPL Financial LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
MML Investors Services, LLC
January 2017 - October 2021 · 4 yrs 9 mos
MML Investors Services, LLCBroker
January 2016 - October 2021 · 5 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
October 2012 - December 2015 · 3 yrs 2 mos
State Registrations5 states
MANCSCVAVT
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.
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