KH
KH

Karri Hill

27 Years of Experience
Tempe, AZ
1 DisclosureBroker

Karri Hill is a registered investment advisor at LPL Financial LLC, based in Tempe, AZ, with 27 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

8400 S Kyrene Rd Ste 225, Tempe, AZ, 85284

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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
June 2010
Closed-No Action
Other Business Activities

Karri operates Karri Hill Financial Services as a DBA for her LPL business. This activity is investment-related and conducted at her reported business location.

Employment History
Current Registrations
LPL Financial LLC
February 2024 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Morgan Stanley
September 2017 - May 2023 · 5 yrs 8 mos
Morgan StanleyBroker
September 2017 - May 2023 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - September 2017 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - September 2017 · 8 yrs 11 mos
UBS Financial Services INC.
June 2005 - October 2008 · 3 yrs 4 mos
UBS Financial Services INC.Broker
May 1998 - October 2008 · 10 yrs 5 mos
State Registrations7 states
AZCOILMONJPAVA
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.
Karri Hill - Financial Advisor | TrueAdvisor