Kristin
Wilkerson
Lpl Financial LLC
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About this Advisor
Kristin Wilkerson is a financial advisor based in Sheridan, Wyoming who has 4 years of industry experience. Wilkerson is currently employed by Lpl Financial LLC. Over the course of their career, Wilkerson has held roles at First Federal Bank And Trust, First Interstate Bank, Morgan Stanley, Morgan Stanley Private Bank, National Association and Lpl Financial LLC. Wilkerson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Wyoming. Lpl Financial LLC is a registered investment firm operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets under management across its 1,688,501 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC has a diverse range 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. Financial management fees usually are based on which service is provided. Fees charged by Lpl Financial LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Kristin Wilkerson Work History
Kristin has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
First Interstate Bank
Morgan Stanley
Morgan Stanley Private Bank, National Association
First Federal Bank And Trust
First Interstate Bank
*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 Kristin Wilkerson 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
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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