Kelly Hammer
Kelly Hammer is a registered investment advisor at LPL Financial LLC, based in Apache Junction, AZ, with 11 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
Apache Junction, AZ
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Regulatory History (2)
Financial
August 2024Financial
July 2023Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Country Capital Management CompanyBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 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.