Kevin Coffey is a registered investment advisor at LPL Financial LLC, based in Angleton, TX, with 41 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
2900 North Velasco, Angleton, TX, 77515
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1998Other Business Activities
Kevin works as a DBA for LPL Business through TDECU Wealth Advisors. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Farm Vp Management CORP.Broker
Oxford Advisors Corporation
Oxford Financial GroupBroker
Texas Capital Securities, INC.Broker
Texas First Securities CorporationBroker
Capital Quest Securities, INC.Broker
Kelly Associates, LTD.Broker
State Registrations15 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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