Katelyn
Steinmetz
Lpl Financial LLC
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About this Advisor
Katelyn Steinmetz is a financial advisor based in San Diego, California, working with Lpl Financial LLC. Katelyn has previously held positions at Td Ameritrade, Inc, Citibank, Farmers And Merchants Bank, Uber, Merrill Lynch, Fidelity Investments, and Lpl Financial. Katelyn has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Katelyn is part of Lpl Financial LLC, which operates out of San Diego, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lpl Financial
Fidelity Investments
Merrill Lynch
Td Ameritrade, Inc
Farmers And Merchants Bank
Uber
Citibank
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
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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