Henry
Kinney

Lpl Financial LLC

CRD#2009424
Investment Advisor
in West Des Moines, IA
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About this Advisor

Henry Kinney is an advisor based in West Des Moines, Iowa. Currently an investment advisor with Lpl Financial LLC, they have gathered 20 years of work experience as a financial advisor. Kinney maintains a Series 63 license, designating the advisor as a securities broker. Kinney is registered to work with customers based out of Iowa. Kinney has spent their whole career at Lpl Financial LLC. Lpl Financial LLC is located in West Des Moines, Iowa, and has 8,011 offices throughout the country. As a registered investment advisory firm, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and retains more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

20 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

Disclosures

No

Office Location

2001 Westown Pkwy Ste 110
West Des Moines, IA 50265-1540

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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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

Henry Kinney Work History

Henry has 20 years of experience.

1998 - Present (21 years)

Linsco/Private Ledger Corp

Disclosures

Henry Kinney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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