Kathleen Webster
Kathleen Webster is a ChFC-designated registered investment advisor at LPL Financial LLC, based in California, MD, with 32 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
22730 Three Notch Rd, California, MD, 20619
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen is affiliated with Wye Financial Partners as a DBA for her LPL business. She also works with BSMG and Highland Capital, both involving non-variable insurance, dedicating minimal time to BSMG and a few hours per week to Highland Capital.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Medallion Investment Services, INC.Broker
Associated Securities CORP.Broker
Fnb Brokerage Services, INC.Broker
Janney Montgomery Scott LLCBroker
State Registrations21 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.