Kristina Connell
Kristina Connell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ocean City, MD, with 18 years of industry experience. Kristina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
9927 Stephen Decatur Hwy, Ste 19, Ocean City, MD, 21842
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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 is a non-profit board member for the HOA of the Coves of Isle of Wight, owns Pura Vida Holdings Palm Coast, LLC (a real estate rental company), and Kristina Connell Financial Services (non-variable insurance). She also works for Old Dominion Investment Corp as a DBA for LPL business, dedicating about a quarter of her time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations16 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.
Exams
More Advisors
- Michael Leonard, ChFCLPL Financial LLC