Karen
Soule
Lpl Financial LLC
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About this Advisor
Karen Soule is a financial advisor based out of Boston, Massachusetts. Soule works at Lpl Financial LLC. The advisor has gained experience at Morgan Stanley Smith Barney, Lpl Financial LLC, Keller Williams Realty, New England Investment And Retirement Group, Uber, Lyft, N/A, Stifel, Casino Ballroom, Bank Of America, Realty One Group Next Level, North Shore Realty Group and Edward Jones. Soule has Series 66, Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Lpl Financial LLC is a registered investment company based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets under management among its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. Lpl Financial LLC provides a diverse assortment 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. A financial advisor's fees vary depending on which services are provided. Fee types charged by Lpl Financial LLC most likely include some 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
Karen Soule Work History
Karen has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Casino Ballroom
Realty One Group Next Level
Stifel
Edward Jones
North Shore Realty Group
Bank Of America
New England Investment And Retirement Group
Uber
Lyft
Lpl Financial LLC
Keller Williams Realty
N/A
Lpl Financial LLC
Morgan Stanley Smith Barney
*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 Soule 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
Parker, CO
Vienna, VA
Kaukauna, WI
Biloxi, MS
Ann Arbor, MI
Westerville, OH
Rochester, NY
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.
