Kenneth
Greenwood

Lpl Financial LLC

CRD#2532525
Investment Advisor
in Washington, DC

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About this Advisor

Kenneth Greenwood is a financial advisor based in Washington, District Of Columbia with 2 years of industry experience. Greenwood works at Lpl Financial LLC. Throughout their career, Greenwood has worked at First Command Financial Planning, Inc, First Command Financial Services, Inc, Suntrust Investment Services, Inc, Brookstone Capital Management, Lpl Financial LLC, Suntrust Advisory Services, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Greenwood maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in District Of Columbia, Maryland, Texas and Virginia. Lpl Financial LLC is a financial advisory firm based in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets between its 1,688,501 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs 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. Financial advisory fee schedules typically are based on which services are provided. However, fees billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

555 12Th St. Nw
Washington, DC 20004

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

DC Average: 13
Total Number of Accounts

1,688,501

DC Average: 661
Average Account Size

$217,956

DC 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

Kenneth Greenwood Work History

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

2021 - Present (3 years)

Lpl Financial LLC

2019 - Present (5 years)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Brookstone Capital Management

2017 - 2018 (1 year)

Cambridge Investment Research, Inc

2017 - 2018 (1 year)

Cambridge Investment Research Advisors, Inc

2016 - 2017 (1 year)

Suntrust Advisory Services

2014 - 2017 (3 years)

Suntrust Investment Services, Inc

2008 - 2014 (6 years)

First Command Financial Planning, Inc

2008 - 2014 (6 years)

First Command Financial Services, Inc

*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 Kenneth Greenwood 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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