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. Karen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
16290 Westwoods Business Park, Ellisville, MO, 63021
Get directionsHistory
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.
Exams
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