Karen Frankino
Karen Frankino is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 4 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
3601 Green Rd Ste 100, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Financial
November 2017Other 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
LPL Financial LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
State Registrations14 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.