James Kalina
James Kalina is a registered investment advisor at LPL Financial LLC, based in Centerville, MN, with 29 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
Centerville, MN
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
James is a member of a part-time musical group and performs 6-10 times per year, dedicating minimal time. He also owns a fraction of a lake home and is a board member for the Economic Development Authority in Centerville, MN, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations9 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.