Katrina Lessard
Katrina Lessard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 24 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
7337 E Doubletree Ranch Rd #195, Scottsdale, AZ, 85258
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Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Katrina is a notary, a speaker/trainer for the Lessard Institute for Financial Education, and provides investment advisory services through Lessard Wealth Management. She also sells Medicare supplements, and spends nearly full-time providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLC
Lessard Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Charles Schwab & CO., INC.Broker
Edward JonesBroker
Charles Schwab & CO., INC.Broker
State Registrations7 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.