Karen Wearden is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Rehoboth Beach, DE, with 10 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
37169 Rehoboth Avenue Ext #3, Rehoboth Beach, DE, 19971
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen operates Wealth Market as a DBA for her LPL business, dedicating full-time hours to it. She also engages in real estate rental activities and tax preparation/accounting through Wealth Market and Wearden LLC, requiring minimal time for the real estate and about 10-20% of her time for tax prep.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations14 states
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