Kimberly Santarsiero is a registered investment advisor at LPL Financial LLC, based in Dunmore, PA, with 26 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
760 East Drinker St, Dunmore, PA, 18512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly owns rental real estate properties and is associated with Santarsiero Investment Group LLC, K&B Financial LLC, and Astra Wealth Advisors, all DBAs for LPL business. She dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations11 states
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