Kelly Ipjian is a registered investment advisor at LPL Financial LLC, based in Lake Forest, IL, with 13 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
100 S. Saunders Road Suite 150, Lake Forest, IL, 60045
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Regulatory History
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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Kelly is an investment advisor representative with Alera Investment Advisors and a registered representative with Triad Advisors, dedicating about 90% of her time to the former. She also serves as a trustee for two family trusts, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Alera Investment Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Allmerica Investments, INC.Broker
State Registrations1 state
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