Karen Freeman is a registered investment advisor at LPL Financial LLC, based in Mansfield, TX, with 20 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
305 Regency Pkwy, Ste 313, Mansfield, TX, 76063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is a CPA and provides tax preparation and accounting services through Karen S Freeman CPA PLLC, dedicating nearly full-time hours to this. She also acts in a fiduciary capacity for the John and Viola McClure Trust, manages real estate rentals through BKSJ Enterprises LLC, and provides tax services for The Oaks at Hilltop Ranch HOA and John Clark Ranch Ltd, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 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.