Kevin Coffey is a registered investment advisor at LPL Financial LLC, based in Angleton, TX, with 40 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
2900 North Velasco, Angleton, TX, 77515
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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.