Karen Boykin
Karen Boykin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Ellisville, MO, 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
16290 Westwoods Business Park, Ellisville, MO, 63021
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Regulatory History (3)
Customer Dispute
April 2020Customer Dispute
January 2017Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Karen is involved with several business activities, including Boykin Financial Group and Boykin Tax & Consulting, both for tax/investment purposes, requiring minimal time. She also operates under Westward Financial Strategies as a DBA for her LPL business, dedicating significantly more than full-time hours, and manages fixed insurance sales under the same DBA, requiring a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Mwa Financial Services, INC.Broker
State Registrations8 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.