Vincent Kubilus, financial advisor Nicholson PA

Vincent Kubilus

CRD Number: 5952128
Current Firm: Lpl Financial LLC

Vincent Kubilus (CRD# 5952128) is an Investment Advisor Representative working at Lpl Financial LLC in Nicholson, PA and has over 12 years of experience in the finance industry.

Similar Advisors
Scot Ahearn, financial advisor Nicholson PA
Scot B. Ahearn
CRD# 1620029
Blackridge Asset Management, LLC
Similar Advisors
Peter Albano, financial advisor Nicholson PA
Peter J. Albano
CRD# 1040390
Lpl Financial LLC
Similar Advisors
Christopher Albright, financial advisor Nicholson PA
Christopher M. Albright
CRD# 2384841
Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Tunkhannock, PA Jan 2016 - Current 8
Peoples Security Bank & Trust Tunkhannock, PA Mar 2015 - Current 9
Infinex Investments, Inc. Meriden, CT Apr 2015 - Jan 2016 < 1
Invest Financial Corp. Dunmore, PA Jul 2011 - Mar 2015 3
Fidelity Discount & Deposit Bank Peckville, PA Jul 2008 - Mar 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Vincent M. Kubilus
Phone Number: 704-733-3300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.