Lindsey
Kuklin

Lpl Financial LLC

CRD#6222570
Investment Advisor
in New Port Richey, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lindsey Kuklin is a financial advisor based in New Port Richey, Florida, with a total of 2 years of relevant experience. Kuklin works at Lpl Financial LLC. Throughout their career, Kuklin has worked at Transamerica Financiall Advisors, Inc, Transamerica Financial Advisors, Inc, Angel & Associates, Realty Capital Securities, LLC, Independent Financial Group, Waddell & Reed, Inc, Thomas Halvorsen, Daniel Ramsey, Patrick Gallagher, 11930 Lake Blvd, Realty Capital Securities, Angel & Associates Inc, Medicaid Assist, Various Insurance Carriers For W&R Insurance Agencies, Lindsey M Kuklin Notary and Lpl Financial LLC. Kuklin has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Florida and Texas. Lpl Financial LLC is a firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets among its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC has a broad assortment 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. A financial advisor's fee schedules largely depend on which services are offered. However, fee types billed by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

1819 Short Branch Dr; Ste 101
New Port Richey, FL 34655

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

FL Average: $646,059,043
Total Number of Employees

31,366

FL Average: 13
Total Number of Accounts

1,688,501

FL Average: 661
Average Account Size

$217,956

FL Average: $977,396

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

Lindsey Kuklin Work History

Lindsey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2019 - 2021 (2 years)

Lindsey M Kuklin Notary

2018 - 2021 (3 years)

Waddell & Reed, Inc

2018 - 2021 (3 years)

Thomas Halvorsen

2018 - 2021 (3 years)

Daniel Ramsey

2018 - 2021 (3 years)

Patrick Gallagher

2018 - 2021 (3 years)

Various Insurance Carriers For W&R Insurance Agencies

2017 - 2018 (1 year)

Independent Financial Group

2015 - 2015 (< 1 year)

Realty Capital Securities, LLC

2015 - 2017 (2 years)

11930 Lake Blvd

2015 - 2015 (< 1 year)

Realty Capital Securities

2014 - 2015 (1 year)

Transamerica Financial Advisors, Inc

2014 - 2015 (1 year)

Angel & Associates Inc

2013 - 2014 (1 year)

Transamerica Financiall Advisors, Inc

2013 - 2014 (1 year)

Angel & Associates

2012 - 2014 (2 years)

Medicaid Assist

*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 Lindsey Kuklin 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

Eric Matthews
Fort Mill, SC
Dominick Lanuti
Buffalo, NY
John Gehlhaart
Waukesha, WI
Robert Notarfrancesco
Bridgeport, CT
Diane Winner
Ann Arbor, MI
Gregory Yuen
Aptos, CA
James Mullen
The Villages, FL
Keith Clark
Corpus Christi, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started