Kaitlyn
Sasseville

Lpl Financial LLC

CRD#7344314
Investment Advisor
in Laconia, NH

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About this Advisor

Kaitlyn Sasseville is a financial advisor based in Laconia, New Hampshire, working with Lpl Financial LLC. Kaitlyn has previously held positions at Gilford High School, Southern New Hampshire University, Great Nh Restaurants, Planet Fitness, Lpl Financial, Beans And Greens Farmstand, and Aissa Sweets LLC. Kaitlyn has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Kaitlyn is part of Lpl Financial LLC, which operates out of Laconia, New Hampshire. 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

Series 66

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

174 Court Street
Laconia, NH 03246-2557

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

NH Average: 13
Total Number of Accounts

1,910,545

NH Average: 661
Average Account Size

$242,588

NH 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

Kaitlyn Sasseville Work History

2021 - Present (3 years)

Lpl Financial

2020 - 2021 (1 year)

Planet Fitness

2017 - 2020 (3 years)

Great Nh Restaurants

2017 - 2017 (< 1 year)

Aissa Sweets LLC

2016 - 2019 (3 years)

Southern New Hampshire University

2015 - 2015 (< 1 year)

Beans And Greens Farmstand

2013 - 2016 (3 years)

Gilford High School

Disclosures

Please visit the SEC profile of Kaitlyn Sasseville 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
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

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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