Kelle
Huffman

Lpl Financial LLC

CRD#2473941
Investment Advisor
in Hickory, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Kelle Huffman is a financial advisor working in Hickory, North Carolina, with a total of 23 years of experience as a financial advisor. Huffman is an advisor for Lpl Financial LLC. Huffman has gained experience at Lpl Financial LLC, Wells Fargo, Suntrust Investment Services, Inc, Suntrust Advisory Services, LLC and Sagepoint Financial, Inc. Huffman holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in North Carolina. Lpl Financial LLC is a registered investment firm that has its headquarters in Hickory, North Carolina. The firm has offices in 9,519 locations and a total of 23,035 people on staff. It manages $208 billion in total assets across its 892,326 client accounts, placing it among the largest financial 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 available to invest. The business performs 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 usually depend on the type of financial services offered. Fees billed by Lpl Financial LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

23 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

74 8Th Street Se #105
Hickory, NC 28602

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

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Kelle Huffman Work History

Kelle has 23 years of experience.

2019 - Present (2 years)

Lpl Financial LLC

2018 - 2019 (1 year)

Sagepoint Financial, Inc

2016 - 2018 (2 years)

Suntrust Advisory Services, LLC

2015 - 2018 (3 years)

Suntrust Investment Services, Inc

1997 - 2015 (18 years)

Wells Fargo

Disclosures

Kelle Huffman 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started