Kevin Mangam
Kevin Mangam is a registered investment advisor at LPL Financial LLC, based in Oradell, NJ, with 3 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
800 Kinderkamack Rd, Ste 200 S, Oradell, NJ, 07649
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2011Other Business ActivitiesSells Insurance
Kevin operates "The Mangam Agency" as a DBA for his LPL business, dedicating about a quarter of his time. He also sells various insurance products, including health, dental, vision, life, group, disability, and Medicare Supplement insurance, spending about a quarter of his time on this activity since 2015.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
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.