Caitlin
Kahabka

Lpl Financial LLC

CRD#5993169
Investment Advisor
in Buffalo, NY

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About this Advisor

Caitlin Kahabka is a financial advisor working out of Buffalo, New York, with a total of 2 years of industry experience. Kahabka is an advisor for Lpl Financial LLC. Over the course of their career, they have held roles at M&T Securities and Lpl Financial, LLC. Kahabka holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California, Connecticut, Delaware, District Of Columbia, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Tennessee, Texas, Vermont, Virginia and West Virginia. Lpl Financial LLC is a registered investment firm that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in assets under management across its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a number 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 charged by financial advisors typically are based on the type of services offered. However, fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

285 Delaware Ave., Suite 100
Buffalo, NY 14202

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NY Average: 13
Total Number of Accounts

1,688,501

NY Average: 661
Average Account Size

$217,956

NY 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

Caitlin Kahabka Work History

Caitlin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2011 - 2021 (10 years)

M&T Securities

*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 Caitlin Kahabka 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
James Mullen
The Villages, FL
Joseph Sarbello
Sea Girt, NJ
Gregory Horn
Lawrenceburg, IN
Keith Clark
Corpus Christi, TX
Rebecca Chiccino
Charlestown, MA
Scott Feher
Walnut Creek, CA
John Gehlhaart
Waukesha, WI

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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