Karina Kopaniecka
Karina Kopaniecka is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 18 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
2735 Dublin Blvd, Colorado Springs, CO, 80918
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Regulatory History (1)
Financial
September 2018Other Business Activities
Karina operates InTouch Investment and Retirement Services as a DBA for her LPL business. This activity is investment-related and takes up her full-time work hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
LPL Financial LLCBroker
LPL Financial LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Thornburg Securities CorporationBroker
Thornburg Investment Management INC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Jesup & Lamont Securities CORPBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 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.