Kari Knudsen is a registered investment advisor at LPL Financial LLC, based in Marietta, GA, with 31 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
732 Kennesaw Avenue, Suite 110, Marietta, GA, 30060
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Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Kari operates under the DBA The Lawandales Group for her LPL business since 2018. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Nylife Securities INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations5 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.