KC
KC

Kenneth Cortright

46 Years of Experience
Midlothian, VA
BrokerSells Insurance

Kenneth Cortright is a registered investment advisor at LPL Financial LLC, based in Midlothian, VA, with 46 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

5309 Commonwealth Centre Pkwy., Suite 407, Midlothian, VA, 23112

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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

Kenneth does freelance photography as a hobby and works as a notary, each taking minimal time. He also works with LTCPG selling non-variable insurance for a few hours per week and operates Cortright Wealth Management full-time as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
May 2012 - Present · 14 yrs
LPL Financial LLCBroker
May 1989 - Present · 37 yrs
Previous Registrations
Cortright Company
May 1998 - May 2012 · 14 yrs
Thomson Mckinnon Securities INC.Broker
February 1984 - May 1989 · 5 yrs 3 mos
Wheat, First Securities, INC.Broker
November 1979 - February 1984 · 4 yrs 3 mos
State Registrations32 states
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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.