Kristin Kissane is a registered investment advisor at LPL Financial LLC, based in Andover, MA, with 11 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
38 Main Street, Andover, MA, 01810
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kristin operates JJK Wealth Management LLC as a DBA for her LPL business, dedicating nearly full-time hours to it. She also owns JM Sweeney LLC, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Columbia Management Investment Distributors, INC.Broker
Columbia Management Investment Advisers, LLC
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations15 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.