Kalpana Krishnan is a CFA-designated registered investment advisor at LPL Financial LLC, based in New York, NY, 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
151 W 42nd St, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kalpana has a DBA for her LPL business with BMO Investment Services and a financial institution duty with BMO Harris Bank, dedicating full-time hours to these roles. She also owns rental real estate properties in Edson, NJ since 2012.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
State Registrations2 states
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