KN
KN

Karin Nilsson

27 Years of Experience
Seattle, WA
BrokerSells Insurance

Karin Nilsson is a registered investment advisor at LPL Financial LLC, based in Seattle, 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
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.

Loading...

Location

12537 15th Ave NE Ste 101, Seattle, WA, 98125

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Karin works as a dealer or pit boss for a casino party vendor, spending minimal time on this activity. Karin is also an agent for Allegis selling non-variable insurance, dedicating minimal time to this role.

Employment History
Current Registrations
LPL Financial LLC
October 2011 - Present · 14 yrs 7 mos
LPL Financial LLCBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Financial Network Investment Corporation
August 1999 - October 2011 · 12 yrs 2 mos
Financial Network Investment CorporationBroker
October 1998 - October 2011 · 13 yrs
State Registrations12 states
AZCADCFLHIIDINNVORSCUTWA
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.