Katelyn
Steinmetz

Lpl Financial LLC

CRD#6595656
Investment Advisor
in San Diego, CA

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About this Advisor

Katelyn Steinmetz is a financial advisor based in San Diego, California who has 2 years of industry experience. Steinmetz is an advisor for Lpl Financial LLC. The advisor has gained experience at Td Ameritrade, Inc, Citibank, Farmers And Merchants Bank, Uber, Merrill Lynch, Fidelity Investments and Lpl Financial. Steinmetz holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Lpl Financial LLC is an advisory company based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which service is provided. However, fees charged by Lpl Financial LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Katelyn Steinmetz Work History

Katelyn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial

2021 - 2021 (< 1 year)

Fidelity Investments

2020 - 2021 (1 year)

Merrill Lynch

2015 - 2020 (5 years)

Td Ameritrade, Inc

2015 - 2015 (< 1 year)

Farmers And Merchants Bank

2015 - 2015 (< 1 year)

Uber

2013 - 2015 (2 years)

Citibank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Katelyn Steinmetz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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