Kari
Andrade

Lpl Financial LLC

CRD#4421448
Investment Advisor
in Hillsborough, NC

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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

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

1123 Barred Owl Way
Hillsborough, NC 27278

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NC Average: 13
Total Number of Accounts

892,326

NC Average: 661
Average Account Size

$232,867

NC Average: $977,396

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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

Kari Andrade Work History

Kari has 12 years of experience.

2008 - Present (13 years)

Lpl Financial

Disclosures

Kari Andrade has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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.

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