Kevan
Mcnaught

Lpl Financial LLC

CRD#1473453
Investment Advisor
in Windsor, CO

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About this Advisor

Kevan Mcnaught is a financial advisor based in Windsor, Colorado with 13 years of relevant experience. Mcnaught is currently employed by Lpl Financial LLC. They have spent the entirety of their career at Lpl Financial Llc. Mcnaught maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Lpl Financial LLC is a financial advisory business headquartered in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets between its 1,688,501 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on the financial services. However, fee types charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Windsor, CO

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CO Average: $646,059,043
Total Number of Employees

31,366

CO Average: 13
Total Number of Accounts

1,688,501

CO Average: 661
Average Account Size

$217,956

CO Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kevan Mcnaught Work History

Kevan has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevan Mcnaught to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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