Kevin
Yurch

Lpl Financial LLC

CRD#5863410
Investment Advisor
in Woburn, MA

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About this Advisor

Kevin Yurch is a financial advisor operating out of Woburn, Massachusetts, who has 2 years of relevant experience. Yurch is an advisor for Lpl Financial LLC. Throughout their career, Yurch has worked at Sovereign Bank, Santander Securities, LLC, Citizens Securities, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Sheryl Wein, Boston Light Financial Inc and Lpl Financial LLC. Yurch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Massachusetts and Texas. Lpl Financial LLC is a company 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 assets under management among its 1,688,501 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC provides a number of services, such as 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 for financial advice usually depend on which service is provided. Fees charged by Lpl Financial LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

10 Cedar St; Ste 11
Woburn, MA 01801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MA Average: 13
Total Number of Accounts

1,688,501

MA Average: 661
Average Account Size

$217,956

MA 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

Kevin Yurch Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Waddell & Reed, Inc

2020 - 2021 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2020 - 2021 (1 year)

Sheryl Wein

2020 - 2021 (1 year)

Boston Light Financial Inc

2016 - 2020 (4 years)

Citizens Securities, Inc

2013 - 2016 (3 years)

Santander Securities, LLC

2012 - 2016 (4 years)

Sovereign Bank

*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 Kevin Yurch 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
Joseph Praino
Purchase, NY
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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