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Kevin Orsinger

Advisor at LPL Financial

Updated today

Location

Greenville, PA 16125

Credentials

Series 63, Series 65

Industry experience

25 years

About

Kevin Orsinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2024, he spent 14 years at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he is a co-owner of ORSINGER IMPACT, LLC and Greenville Cobblestone LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

41 Clinton Street

Greenville, PA 16125

Most active in

Pennsylvania · Texas

Work history

LPL Financial, LLC

2024 - Present (2 years)

Cambridge Investment Research Advisors, INC

2010 - 2024 (14 years)

Cambridge investment Research, Inc

2010 - 2024 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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