Kristina Kuprina
Kristina Kuprina is a registered investment advisor at LPL Financial LLC, based in Gardnerville, NV, 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
Gardnerville, NV
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 ActivitiesSells Insurance
Kristina sells non-variable insurance products, dedicating about 10% of her time since 2009. She also spends full-time hours on Sequoia Wealth Advisors & Investment Management Inc, including DBA activities for LPL business, and minimal time on Metatron Holdings LLC for real estate rental.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sequoia Wealth Advisors & Investment Management, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley
State Registrations49 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.