Lpl Financial LLC
About this Advisor
Kari Andrade is a financial advisor operating out of Hillsborough, North Carolina, who has been in the financial industry for 12 years. Andrade is on the advisory team at Lpl Financial LLC. They have spent their complete time as a financial advisor at Lpl Financial Llc. Andrade has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Lpl Financial LLC is an advisory company headquartered in Hillsborough, North Carolina. The firm has offices in 9,519 locations and a total of 23,035 employees. It has $208 billion in assets between its 892,326 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,956 charitable organizations. Of its 892,326 accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets. Lpl Financial LLC provides a wide set 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 usually vary depending on which services the firm provides the client. Fee types charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Kari Andrade Work History
Kari has 12 years of experience.
Kari Andrade has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.