Kimberly
Biller

Lpl Financial LLC

CRD#5381078
Investment Advisor
in Carlsbad, CA
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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

Series 66

Years of Experience

12 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 12 years of experience.

2011 - Present (8 years)

The Wealth Advisors

2007 - Present (12 years)

Lpl Financial LLC

2006 - Present (13 years)

Century 21 Award

Disclosures

Kimberly Biller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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