Caryn Kimble is a registered investment advisor at LPL Financial LLC, based in Eugene, OR, with 36 years of industry experience. Caryn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
485 Alexander Loop Suite 130, Eugene, OR, 97401
Get directionsHistory
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.
Exams
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