Karen Soule is a registered investment advisor at LPL Financial LLC, based in Boston, MA, with 15 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
10 Derne St., Ste 303, Boston, MA, 02114
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business Activities
Karen operates her LPL business through Bolvin Wealth Management Group INC. She also works as event staff at Casino Ballroom, a realtor for Re/Max Bentley's, and manages a real estate rental, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
Putnam Retail Management, INC.Broker
Smith Barney INC.Broker
Gruntal & CO. IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations1 state
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.