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Curren Khadey

1 Year of Experience
Louisville, KY
BrokerSells Insurance

Curren Khadey is a registered investment advisor at LPL Financial LLC, based in Louisville, KY, with 1 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

10300 Linn Station Rd Ste 225, Louisville, KY, 40223

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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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Other Business ActivitiesSells Insurance

Curren is involved with Hurstbourne Insurance and Financial LLC and Hurstbourne Wealth Management LLC, both DBAs for his LPL business, dedicating about half of his time to each. He also works with Hurstbourne Insurance and Financial LLC regarding non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
September 2024 - Present · 1 yr 8 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
KY
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.
Curren Khadey - Financial Advisor | TrueAdvisor