Kelly
Wade
Lpl Financial LLC
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About this Advisor
Kelly Wade is a financial advisor based in Emporia, Kansas, with a total of 2 years of industry experience. Wade works at Lpl Financial LLC. Throughout their career, they have worked at Leadership Emporia Alumni Association, Gambino'S Pizza, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies Inc, Rolling Hills Homeowners Association, Emporia-Lyon County Metropolitan Planning Commission, Candidate For City Commission, Campaign For Kelly Wade, City Of Emporia, Big Brother Big Sisters, Masons, Lpl Financial LLC, Sacred Heart, Emporia Public Library Board and Chamber Ambassador. Wade holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida, Kansas, Kentucky, Missouri and Texas. Lpl Financial LLC is a registered investment business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. Lpl Financial LLC performs a diverse set 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. Financial advisory fees are based on which services are offered. Fee types billed by Lpl Financial LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Kelly Wade Work History
Kelly has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
City Of Emporia
Big Brother Big Sisters
Campaign For Kelly Wade
Masons
Sacred Heart
Emporia Public Library Board
Chamber Ambassador
Candidate For City Commission
Leadership Emporia Alumni Association
Various Insurance Carriers For W&R Insurance Agencies Inc
Waddell & Reed, Inc
Emporia-Lyon County Metropolitan Planning Commission
Rolling Hills Homeowners Association
Gambino'S Pizza
*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 Kelly Wade 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
Fort Mill, SC
Ann Arbor, MI
Charlestown, MA
Corpus Christi, TX
Newport Beach, CA
Waukesha, WI
Walnut Creek, CA
Bridgeport, CT
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.
