KF
KF

Kevin Fisher

20 Years of Experience
Broker

Kevin Fisher is a registered investment advisor at LPL Financial LLC, based in Herndon, VA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

200 Spring Street, Suite 120, Herndon, VA, 20170

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is the President and CEO of Northwest Capital Management, a financial holding company, since 2014. He is also the President/CEO of Northwest Financial Advisors, a Registered Investment Advisor, and the CEO/Executive Rep of Northwest Financial Group LLC, a referring broker-dealer.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2014 - Present · 12 yrs
Northwest Financial Advisors LLC
November 2013 - Present · 12 yrs 5 mos
Northwest Financial Group LLCBroker
March 2008 - Present · 18 yrs 1 mo
Previous Registrations
Northwest Financial LLC
August 2008 - October 2013 · 5 yrs 2 mos
LPL Financial Corporation
August 2006 - March 2008 · 1 yr 7 mos
LPL Financial CorporationBroker
February 2006 - March 2008 · 2 yrs 1 mo
Allfirst Brokerage CorporationBroker
August 1999 - October 1999 · 2 mos
Prudential Securities IncorporatedBroker
June 1998 - February 1999 · 8 mos
State Registrations1 state
VA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.