Kevin Armes is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mckinney, TX, 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
Mckinney, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin has outside employment at Las Colinas Country Club and Pateron, and runs a YouTube channel called Zelda Music Theory. These activities are not investment-related; the country club takes about 10-20% of his time, Pateron takes minimal time, and the YouTube channel takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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