Kevin Mangam
Kevin Mangam is a registered investment advisor at LPL Financial LLC, based in Oradell, NJ, with 4 years of industry experience. Kevin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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