Karnail Kooner is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Chantilly, VA, 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
Chantilly, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karnail operates under the DBA "Cuna Mutual Group Executive Benefit Solutions" for his LPL business. He also owns rental real estate in Centerville, VA, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Trustage Investment Management
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Nationwide Securities, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Princor Financial Services CorporationBroker
Copeland Equities, INC.Broker
Pfn Financial, L.L.CBroker
Mutual of America Securities CorporationBroker
Mutual of America Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations12 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.