Lpl Financial LLC
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About this Advisor
Kristopher Lindley is a certified financial planner whose office is in San Diego, California. Currently a registered advisor at Lpl Financial LLC, Lindley has 10 years of practice as an investment advisor. Lindley holds Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Lindley can act as a financial advisor based out of South Dakota. Over the course of their career, they have held roles at Lpl Financial, LLC and Integrated Wealth Concepts, LLC. Lpl Financial LLC is headquartered in San Diego, California, and operates out of 8,011 locations in the country. In total, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC offers 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's fees may include 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
Kristopher Lindley Work History
Kristopher has 10 years of experience.
Integrated Wealth Concepts, LLC
Lpl Financial, LLC
Kristopher Lindley has no disclosures.
Please visit their SEC profile for more details.