RK
RK

Rene Karsko

23 Years of Experience
Fort Mill, SC
Broker

Rene Karsko is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1055 Lpl Way, Fort Mill, SC, 29715

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
LPL Financial LLC
May 2023 - Present · 3 yrs
Previous Registrations
LPL Financial LLC
May 2023 - December 2025 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLC
September 2014 - April 2023 · 8 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2014 - April 2023 · 8 yrs 7 mos
First Citizens Investor Services, INC.Broker
September 2011 - September 2014 · 3 yrs
First Citizens Investor Services, INC.
September 2011 - September 2014 · 3 yrs
Lincoln Financial Securities Corporation
April 2009 - April 2010 · 1 yr
Lincoln Financial Securities CorporationBroker
September 2004 - April 2010 · 5 yrs 7 mos
First Citizens Investor Services, INC.Broker
May 2001 - May 2004 · 3 yrs
A. G. Edwards & Sons, INC.Broker
August 2000 - April 2001 · 8 mos
State Registrations2 states
NCSC
AdvisorBrokerBoth

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
No exam information available for this advisor.
Rene Karsko - Financial Advisor | TrueAdvisor