Karen
Lee

Lpl Financial LLC

CRD#1776342
Investment Advisor
in Atlanta, GA

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About this Advisor

Karen Lee is a certified financial planner and chartered financial consultant based out of Atlanta, Georgia with 12 years of relevant experience. Lee is an employee of Lpl Financial LLC. They have been employed by Lpl Financial Llc for all of their career. Lee maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Georgia. Lpl Financial LLC is a financial advisory company based out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in assets under management across its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. The business offers a number of services, such as 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. Financial advisory fees largely depend on which services the firm provides the client. Fees charged by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

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

Office Location

200 Ashford Center N, Ste 400
Atlanta, GA 30338

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

GA Average: 13
Total Number of Accounts

1,688,501

GA Average: 661
Average Account Size

$217,956

GA 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

Karen Lee Work History

Karen has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Lpl Financial, LLC

*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 Karen Lee 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
Michelle Paris
Croydon, NH
Tracy Marlin
Newport Beach, CA
John Neuenswander
Salt Lake City, UT
Gregory Horn
Lawrenceburg, IN
Rebecca Chiccino
Charlestown, MA
John Gehlhaart
Waukesha, WI
Joseph Sarbello
Sea Girt, NJ

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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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.

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