Karen Katinas is a registered investment advisor at LPL Financial LLC, based in New Hudson, MI, with 19 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
30515 Milford Rd, New Hudson, MI, 48165
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen operates under Flagstar Wealth Services as a DBA for her LPL business and co-owns rental real estate. She is also a notary for Flagstar Bank N.A.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLCBroker
Charles Schwab & CO., INC.Broker
LPL Financial CorporationBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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