Kirstin Ricketts is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 21 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
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirstin operates Vintage Financial Group LLC as a DBA for her LPL business, dedicating about a quarter of her time. She is also a co-owner of Ricketts Executive Planning, Inc. for tax/investment purposes, spending a few hours per week, and an author/creator for Hold Loosely Live Freely, spending minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Sunset Financial Services, INC.Broker
State Registrations1 state
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