Karen Einberger
Karen Einberger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Seattle, WA, 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
Seattle, WA
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Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Karen operates KE Financial Partners and Elliott Bay Financial Partners as DBAs for her LPL business. She also owns rental real estate and a business entity for tax/investment purposes, and is a non-variable insurance producer, dedicating minimal time to the latter while spending nearly full-time hours on Elliott Bay Financial Partners.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations22 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.