Kristen Shepherd is a registered investment advisor at LPL Financial LLC, based in West Chester, PA, with 11 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
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristen is involved with Beacon Wealth Management and Wealthcare Advisory Partners, providing administrative support and acting as a DBA for LPL business, dedicating full-time hours to these activities. She also works full-time as a Senior Director at Oracle America, Inc., focusing on software development and GTM strategy.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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