TrueAdvisor
TrueAdvisor
KF
KF

Karen Frankino

LPL Financial LLC
3 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
LPL Financial LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K

Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

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History

Regulatory History (1)
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Financial
November 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Karen operates as The Tyler Stone Group, a DBA for her LPL business, dedicating about 10% of her time. She also provides investment advisory services through Tyler-Stone Wealth Management LLC, spending about half her time on this activity. Additionally, Karen works as a non-variable insurance agent, spending minimal time on this.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 5 mos
Tyler-Stone Wealth Management, LLC
April 2022 - Present · 3 yrs 10 mos
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 1 mo
State Registrations3 states
COOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.