Elizabeth Kilmer
Elizabeth Kilmer is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 23 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
San Diego, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2018Customer Dispute
June 2017Other Business Activities
Elizabeth owns and manages multiple rental properties in San Diego, California, since 2019 and 2020. She dedicates minimal time to these activities, primarily for home repairs and property maintenance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Western Financial Advisors
Wfp SecuritiesBroker
Wm Financial Services, 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.