Lpl Financial LLC
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About this Advisor
Kimberly Biller is a financial advisor operating out of Carlsbad, California, who has been in the financial industry for 12 years. Biller is an employee of Lpl Financial LLC. During their career, Biller has held roles at Lpl Financial LLC, Century 21 Award and The Wealth Advisors. Biller maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Lpl Financial LLC is an advisory firm headquartered in Carlsbad, California. The investment advisory business has offices in 8,011 locations and a total of 22,703 people on staff. It controls $153 billion in total assets between its 680,466 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 899 charitable organizations. Of its 680,466 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number 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 for financial advice usually vary depending on the financial services offered. Fee types charged by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Kimberly Biller Work History
Kimberly has 12 years of experience.
The Wealth Advisors
Lpl Financial LLC
Century 21 Award
Kimberly Biller has no disclosures.
Please visit their SEC profile for more details.