Nicole
Kevoian
Lpl Financial LLC
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About this Advisor
Nicole Kevoian is a financial advisor working in Brick, New Jersey with 1 year of industry experience. Kevoian works at Lpl Financial LLC. Their career trajectory has included roles at M&T Bank and Lpl Financial LLC. Kevoian maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Lpl Financial LLC is a financial advisory business based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in assets among its 1,688,501 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets. The business 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. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$368,018,536,946
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
31,366
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,688,501
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$217,956
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
Nicole Kevoian Work History
Nicole has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
M&T 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 Nicole Kevoian 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
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
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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