Karen
Soule

Lpl Financial LLC

CRD#2268958
Investment Advisor
in Boston, MA

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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

Series 66, Series 63, Series 65

Years Registered*

less than 1 year

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

Office Location

31 Milk Street Suite 203
Boston, MA 02109

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MA Average: 13
Total Number of Accounts

1,688,501

MA Average: 661
Average Account Size

$217,956

MA Average: $977,396

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.*

2023 - Present (1 year)

Lpl Financial LLC

2022 - Present (2 years)

Casino Ballroom

2021 - Present (3 years)

Realty One Group Next Level

2022 - 2023 (1 year)

Stifel

2022 - 2022 (< 1 year)

Edward Jones

2020 - 2021 (1 year)

North Shore Realty Group

2019 - 2019 (< 1 year)

Bank Of America

2018 - 2018 (< 1 year)

New England Investment And Retirement Group

2018 - 2020 (2 years)

Uber

2018 - 2020 (2 years)

Lyft

2018 - 2019 (1 year)

Lpl Financial LLC

2017 - 2019 (2 years)

Keller Williams Realty

2017 - 2017 (< 1 year)

N/A

2015 - 2017 (2 years)

Lpl Financial LLC

2013 - 2015 (2 years)

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

Eric Matthews
Fort Mill, SC
Kelsey Odey
Denver, CO
Adam Chaney
Naperville, IL
Gregory Yuen
Aptos, CA
Dominick Lanuti
Buffalo, NY
Hope Hoch
Oldsmar, FL
Michelle Cannan
Rochester, NY
Diane Winner
Ann Arbor, MI

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.

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