Barry
Kramer

Lpl Financial LLC

CRD#4628889
Investment Advisor
in Rockford, IL

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About this Advisor

Barry Kramer is a financial advisor who works in Rockford, Illinois, with 10 years in the industry. Kramer works at Lpl Financial LLC. Over the course of their career, Kramer has held roles at Lpl Financial LLC, Investment Centers Of America and Illinois Bank & Trust. Kramer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Illinois. Lpl Financial LLC is a financial advisory business operating out of Rockford, Illinois. The company has offices in 9,898 locations and a total of 28,744 people on staff. It handles $404 billion in total assets across its 1,517,995 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm 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 management fee schedules are based on which services are provided. Fee types billed by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

6855 E. Riverside Blvd.
Rockford, IL 61114

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

IL Average: 13
Total Number of Accounts

1,517,995

IL Average: 661
Average Account Size

$266,257

IL Average: $977,396

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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

Barry Kramer Work History

Barry has 10 years of experience.

2017 - Present (5 years)

Illinois Bank & Trust

2017 - Present (5 years)

Lpl Financial LLC

2014 - 2017 (3 years)

Investment Centers Of America

2012 - 2014 (2 years)

Lpl Financial LLC

Disclosures

Barry Kramer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jason Harris
Salem, OR
Eli Purdy
Farmington, MI
Marianne Hobson
Kingston, NY
Frank Riolo
New City, NY
Robert Gillard
Glendale, CA
Steven Hopkins
Harrisburg, PA
Daniel Lowis
Mankato, MN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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