Karen Lemmons-Silva is a CFP-designated registered investment advisor at LPL Financial LLC, based in Shreveport, LA, 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
910 Pierremont Road Suite 410, Shreveport, LA, 71106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen operates Redwood Wealth Development Group as a DBA for her LPL business, dedicating full-time hours. She also owns Karen Lemmons-Silva, LLC for tax/investment purposes and works as a yoga teacher at Club4Fitness for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pinnacle Asset Management Group, Corporation (INC.)
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.