MK
MK

Michael Kenyon

6 Years of Experience
San Francisco, CA
Broker

Michael Kenyon is a registered investment advisor at LPL Financial LLC, based in San Francisco, CA, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

565 Buckingham Way, San Francisco, CA, 94132

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.
December 2024 - May 2025 · 5 mos
Cuso Financial Services, L.P.Broker
December 2024 - May 2025 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2023 - November 2024 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2023 - November 2024 · 1 yr 4 mos
Charles Schwab & CO., INC.
June 2021 - June 2023 · 2 yrs
Charles Schwab & CO., INC.Broker
June 2021 - June 2023 · 2 yrs
Edward Jones
December 2019 - May 2021 · 1 yr 5 mos
Edward JonesBroker
November 2019 - May 2021 · 1 yr 6 mos
State Registrations14 states
AKAZCADCFLGAIDMNNCNVNYORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.