BK
BK

Barry Krisko

31 Years of Experience
Elizabethtown, PA
1 DisclosureBroker

Barry Krisko is a registered investment advisor at LPL Financial LLC, based in Elizabethtown, PA, 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
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

1900 North Market Street, Elizabethtown, PA, 17022

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2006
Denied
Other Business Activities

Barry operates under two DBAs for his LPL business: K Capital Wealth Advisors and Gladstone Wealth Partners. Both are investment-related and represent 100% of his time.

Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 9 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 9 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2020 - December 2021 · 1 yr 11 mos
Ameriprise Financial Services, LLCBroker
January 2020 - December 2021 · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLC
August 2012 - January 2020 · 7 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2012 - January 2020 · 7 yrs 5 mos
Raymond James Financial Services Advisors, INC
January 2009 - August 2012 · 3 yrs 7 mos
Raymond James Financial Services
August 2008 - January 2009 · 5 mos
Raymond James Financial Services, INC.Broker
August 2003 - August 2012 · 9 yrs
Edward JonesBroker
September 1994 - August 2003 · 8 yrs 11 mos
State Registrations19 states
CACODEFLILMAMDMINCNVNYOHOKORPASCSDVAWY
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.