Karyn Lancaster is a registered investment advisor at LPL Financial LLC, based in West Hartford, CT, with 26 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
10 N Main St Ste 213, West Hartford, CT, 06107-1941
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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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Karyn operates under the DBA Valerie E. Thomas & Associates, LLC since 2004. She also uses Burr Capital Advisors, LLC as a DBA for her LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Runmoney Financial Services, INC.Broker
Lockwood Financial Services, INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Smith Barney INC.Broker
State Registrations6 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.