Caryn Kimble is a registered investment advisor at LPL Financial LLC, based in Eugene, OR, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
485 Alexander Loop Suite 130, Eugene, OR, 97401
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Regulatory History (1)
Employment Separation After Allegations
July 2012Other Business Activities
Caryn is a notary since 2016, dedicating minimal time to this activity. She also operates under the DBA Sandollar Wealth Management for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
State Farm Vp Management CORP.Broker
Roehl & Yi Investment Advisors, LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.