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Kenneth John Kussay

LPl Financial LLC

Colmar, PA

CRD 2548381

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-05-19
NJ RA APPROVED 2006-01-03
  • PA RA
    APPROVED
    Since 2015-05-19
  • NJ RA
    APPROVED
    Since 2006-01-03

Branch Locations

590 Bethlehem Pike Ste B, Colmar, PA 18915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger Corp. Colmar PA 01/2006 Present
  • 01/2006 → Present
    Linsco/Private Ledger Corp.
    Colmar, PA
Previous Registrations
Other Businesses

1. 3/20/2006 - DBA ONLY - GRANITE FINANCIAL SOLUTIONS, LLC - TIME SPENT 100% - COLMAR, PA. 2. 9/24/2012 - REAL ESTATE RENTAL - DUPLEX WITH TWO RESIDENTIAL RENTAL UNITS. NONE OF THE TENANTS ARE CLIENTS OR ADVISORS OF ANOTHER B/D OR RIA. - TIME SPENT 0% - CHELTENHAM, PA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-11
  • S66 Uniform Combined State Law Examination
    2004-11-11

View on SEC IAPD

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