Kevin Cleary
Kevin Cleary is a registered investment advisor at LPL Financial LLC, based in Grand Blanc, MI, with 8 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
11400 Grand Blvd, Grand Blanc, MI, 48439
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is involved in several business activities, including tax preparation/accounting through Professional Tax Solutions and West Bay Tax Advisors, taking about 10-20% and about half of his time, respectively. He also operates RLM Financial as a DBA for his LPL business (about half his time), owns Kevin's Custom Shop (minimal time), and is involved with non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
LPL Financial LLCBroker
State Registrations3 states
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