Kimberly Skalla is a registered investment advisor at LPL Financial LLC, based in Savannah, GA, with 19 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
Savannah, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Odeon Capital Group LLCBroker
Allied Millennial Partners, LLCBroker
Irc Securities LLCBroker
Mnd Partners, INC.Broker
Joseph Gunnar & CO. LLCBroker
Citigroup Global Markets INC.Broker
E&j Securities CORP.Broker
Troy Securities, INC.Broker
508 Securities, INC.Broker
Brown Brothers Harriman & CO.Broker
Joseph Gunnar & CO. LLCBroker
Joseph Gunnar & CO. LLCBroker
State Registrations1 state
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.