Kristofer
Kaba
Lpl Financial LLC
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About this Advisor
Kristofer Kaba is a financial advisor based in San Diego, California with 2 years of industry experience. Kaba is an advisor for Lpl Financial LLC. The advisor has gained experience at Rei, Sealfit, Precise Finishing Systems, Penn Mutual/Hornor Townsend & Kent Inc, Axa Advisors, LLC, Lpl Financial, LLC and University Of California San Diego. Kaba holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management between its 1,688,501 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC has a broad array 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 are based on the type of financial services provided. Fee types billed by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Kristofer Kaba Work History
Kristofer has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
University Of California San Diego
Penn Mutual/Hornor Townsend & Kent Inc
Axa Advisors, LLC
Rei
Sealfit
Precise Finishing Systems
*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 Kristofer Kaba 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
Woodstock, IL
Festus, MO
Arlington Heights, IL
Montgomery, AL
Guntersville, AL
Walnut Creek, CA
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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