Karmen Gearhart is a registered investment advisor at LPL Financial LLC, based in Muskegon, MI, with 22 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
794 Pine St Ste 210-4, Muskegon, MI, 49442
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karmen operates under the DBAs Kar-Mel Financial Planners and Anchor Financial LLC for her LPL business. She also performs minimal work processing accounting for her husband's business and assists her son with his roadside wood stand business, and is an ordained minister.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
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.