Kimberly Lutes is a registered investment advisor at LPL Financial LLC, based in St. Petersburg, FL, with 15 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
St. Petersburg, FL
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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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Kimberly is the owner of Real Estate Solutions Inc of Harrisburg since 2012. This business entity is for tax/investment purposes only and requires minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fisher Investments
Wells Fargo Clearing Services, LLCBroker
State Farm Vp Management CORP.Broker
Waddell & Reed, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Jefferson Pilot Securities CorporationBroker
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC.Broker
Allfirst Brokerage CorporationBroker
State Registrations26 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.