Lpl Financial LLC
About this Advisor
Kevin Porter is a financial advisor who works out of Endicott, New York, who has 10 years of experience as a financial advisor. Porter is an advisor for Lpl Financial LLC. Porter has gained experience at Lpl Financial LLC, Visions Federal Credit Union and Visions Analysis LLC. Porter has a Series 63 license, qualifying them as a securities agent, and is registered to work in New York. Lpl Financial LLC is a registered investment company that has its headquarters in Endicott, New York. The firm has offices in 9,898 locations and a total of 28,744 employees. It manages $404 billion in total assets across its 1,517,995 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 3,162 charities and foundations. Of its 1,517,995 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a broad assortment 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 management usually are based on which services the firm provides the client. Fees charged by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Kevin Porter Work History
Kevin has 10 years of experience.
Visions Analysis LLC
Lpl Financial LLC
Visions Federal Credit Union
Kevin Porter has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
East Wenatchee, WA
Baton Rouge, LA
Florham Park, NJ
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