Tammy
Claramunt-Kibbe
Lpl Financial LLC
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About this Advisor
Tammy Claramunt-Kibbe is a financial advisor operating out of Bay City, Michigan with 1 year of relevant experience. Claramunt-Kibbe is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Edward Jones, Coach Inc, Clio Golf Course Inc, Davenport Inn Inc, Lpl Financial LLC and Credit Union Trust. Claramunt-Kibbe has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Michigan. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets across its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a wide assortment 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 management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Lpl Financial LLC likely are comprised 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
Tammy Claramunt-Kibbe Work History
Tammy has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Credit Union Trust
Edward Jones
Edward Jones
Coach Inc
Clio Golf Course Inc
Davenport Inn Inc
*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 Tammy Claramunt-Kibbe 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
Waukesha, WI
Oldsmar, FL
Charlestown, MA
Bridgeport, CT
Corpus Christi, TX
Newport Beach, CA
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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