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 whose office is in Atlanta, Georgia. Currently a registered investment advisor at Lpl Financial LLC, Lee has 15 years of professional experience in the financial advisory industry. Lee has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Lee is able to work with investors based out of Georgia and Texas. During their career, Lee has held roles at Securities America Advisors, Inc and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Atlanta, Georgia, and operates out of 8,011 other brick-and-mortar locations in the United States. As a registered investment firm, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 client accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can offer 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

15 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

Yes

Office Location

200 Ashford Center N, Ste 400
Atlanta, GA 30338

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA 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

Karen Lee Work History

Karen has 15 years of experience.

2011 - Present (8 years)

Lpl Financial, LLC

2003 - 2011 (8 years)

Securities America Advisors, Inc

Disclosures

Karen Lee has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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