Carina
Lange
Lpl Financial LLC
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About this Advisor
Carina Lange is a financial advisor operating in Billings, Montana with a total of 7 years of relevant experience. Lange is an advisor for Lpl Financial LLC. Their career trajectory has included roles at First Interstate Bank, Montana State University Billings, Lpl Financial, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Lange maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Montana. Lpl Financial LLC is a firm headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management between its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC offers 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. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC can consist 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
Carina Lange Work History
Carina has been registered as a financial advisor for 7 years.*
Lpl Financial
First Interstate Bank
Montana State University Billings
Cetera Investment Advisers LLC
Cetera Investment Services LLC
*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 Carina Lange 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
Buffalo, NY
Walnut Creek, CA
Ann Arbor, MI
Corpus Christi, TX
Kaukauna, WI
Vienna, VA
Chico, 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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