Kimberly
Biller

Lpl Financial LLC

CRD#5381078
Investment Advisor
in Carlsbad, CA

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About this Advisor

Kimberly Biller is an advisor whose office is in Carlsbad, California. Currently a registered advisor with Lpl Financial LLC, Biller has 13 years of practice as an investment advisor. Biller holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Biller is registered to work with investors based out of California. Throughout their career, they have worked at Lpl Financial LLC, Century 21 Award and The Wealth Advisors. Lpl Financial LLC is headquartered in Carlsbad, California, and has 9,519 other brick-and-mortar locations in the country. Overall, Lpl Financial LLC oversees $159 billion in assets across 786,525 accounts and retains more than 22,790 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 774,496 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 27% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC provides 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

Disclosures

No

Office Location

5927 Balfour Court, Ste 101
Carlsbad, CA 92008

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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
  • Other

Kimberly Biller Work History

Kimberly has 14 years of experience.

2011 - Present (9 years)

The Wealth Advisors

2007 - Present (13 years)

Lpl Financial LLC

2006 - Present (14 years)

Century 21 Award

Disclosures

Kimberly Biller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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