Kevin Mohr
Kevin Mohr is a registered investment advisor at LPL Financial LLC, based in Orchard Park, NY, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6470 New Taylor Road, Orchard Park, NY, 14127
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a general insurance agent since 2010, selling life, long-term care, and disability insurance products, dedicating minimal time to this activity. He also operates as a financial advisor under DBA Clearplan Financial Inc. and is an Investment Advisor Representative with WNY Asset Management, spending about 10-20% of his time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wny Asset Management, LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Metlife Securities INC.Broker
State Registrations29 states
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