Kelly Larkin is a registered investment advisor at LPL Financial LLC, based in Renton, WA, 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
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
900 SW 16th Street, Ste. 105, Renton, WA, 98057
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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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Kelly is involved with Larkin Financial, LLC for tax/investment purposes, dedicating a few hours per week. She also serves as Treasurer in Training for Roanoke Reef Floating Home Community HOA, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Shelgren Financial Group, INC.
Investors Brokerage Services, INC.Broker
State Registrations21 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.