Kara Miller is a registered investment advisor at LPL Financial LLC, based in Lawrence, KS, with 17 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
947 New Hampshire, Ste 212, Lawrence, KS, 66044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kara operates Quantum Financial Solutions as a DBA for her LPL business. She also has outside W-2 employment at Bestmark Express, dedicating about 10-20% of her time, and owns rental real estate, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Symetra Securities, INC.Broker
Prudential Annuities Distributors, INCBroker
State Registrations9 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.