Karen
Soule
Lpl Financial LLC
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About this Advisor
Karen Soule is a financial advisor based in Boston, Massachusetts, working with Lpl Financial LLC. Karen has previously held positions at Morgan Stanley Smith Barney, Lpl Financial LLC, Lyft, Keller Williams Realty, New England Investment And Retirement Group, Uber, Casino Ballroom, Bank Of America, Stifel, Realty One Group Next Level, North Shore Realty Group, and Edward Jones. Karen has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Karen is part of Lpl Financial LLC, which operates out of Boston, Massachusetts. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lpl Financial LLC
Casino Ballroom
Realty One Group Next Level
Stifel
Edward Jones
North Shore Realty Group
Bank Of America
Lyft
New England Investment And Retirement Group
Uber
Lpl Financial LLC
Keller Williams Realty
N/A
Lpl Financial LLC
Morgan Stanley Smith Barney
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
Mt. Pleasant, SC
South Burlington, VT
Saint Albans, MO
Brevard, NC
Fort Lee, NJ
Holmdel, NJ
Dickinson, ND
The content in this profile was updated by SmartAsset on 6/19/2024. 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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