Kristen
Buchanan

Lpl Financial LLC

CRD#6336220
Investment Advisor
in West Chester, OH

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About this Advisor

Kristen Buchanan is a financial advisor who works out of West Chester, Ohio with a total of 7 years of relevant experience. Buchanan is an advisor for Lpl Financial LLC. Over the course of their career, they have held roles at Eagle Finance (Adecco), Cintas Corp. (Office Team), Lpl Financial, LLC, Stifel and The Cheesecake Factory. Buchanan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Lpl Financial LLC is a financial advisory company based in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in total assets between its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC performs a number 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. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Lpl Financial LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

8875 Cincinnati Dayton Rd
West Chester, OH 45069

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

OH Average: 13
Total Number of Accounts

1,688,501

OH Average: 661
Average Account Size

$217,956

OH 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

Kristen Buchanan Work History

Kristen has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2014 - 2014 (< 1 year)

Eagle Finance (Adecco)

2014 - 2014 (< 1 year)

Cintas Corp. (Office Team)

2014 - 2015 (1 year)

Stifel

2008 - 2015 (7 years)

The Cheesecake Factory

*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 Kristen Buchanan 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
John Akins
Fort Payne, AL
David Capitan
Hinsdale, IL
William Ellis
Hudsonville, MI
Ann Bolton
Fort Mill, SC
Michelle Paris
Croydon, NH
Grzegorz Szymczak
Hinsdale, IL
Philip Matherly
Fort Mill, SC

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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