Kenneth
Anding

Lpl Financial LLC

CRD#2098779
Investment Advisor
in Woburn, MA

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About this Advisor

Kenneth Anding is a financial advisor based out of Woburn, Massachusetts with 5 years of industry experience. Anding is an advisor for Lpl Financial LLC. Anding has gained experience at Lpl Financial LLC, Flagship Harbor Advisors, LLC and Bay State Financial. Anding maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It oversees $368 billion in total assets between its 1,688,501 accounts, making it one of the biggest 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 clients who have more than $1 million in investable assets. The firm performs a wide set 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 for financial advisory services largely depend on which services the firm provides the client. However, fee types billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

400 Trade Ctr Ste 5900; Office 5865
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

Kenneth Anding Work History

Kenneth has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Flagship Harbor Advisors, LLC

2015 - Present (9 years)

Lpl Financial LLC

2011 - 2015 (4 years)

Bay State Financial

*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 Anding 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
Daniel Doughty
Houston, TX
Daniel Mehan
Chico, CA
James Mullen
The Villages, FL
Nicholas Petralia
Naples, FL
Keith Clark
Corpus Christi, TX
Diane Winner
Ann Arbor, MI
Gregory Mason
Biloxi, MS

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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