Karry Maciak is a registered investment advisor at LPL Financial LLC, based in Concord, CA, 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
1170 Concord Ave Ste 160, Concord, CA, 94520
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Regulatory History (4)
Customer Dispute
December 2024Customer Dispute
March 2024Customer Dispute
October 2023Customer Dispute
September 2023Other Business Activities
Karry operates Mechanics Investment Services as a DBA for her LPL business. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Atlas Securities, LLCBroker
UBS Painewebber INC.Broker
State Registrations17 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.