Kathryn Holland is a CFP-designated registered investment advisor at LPL Financial LLC, based in Foster City, CA, with 8 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
303 Vintage Park Dr Ste 120, Foster City, CA, 94404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathryn works at Dry Ice Hockey Arena in various roles, dedicating about 10-20% of her time. She also operates her LPL business under Pacific Wealth Management Group full-time, runs an Etsy store about a quarter of her time, and works as a CDFA for non-financial management activities about half her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward JonesBroker
Edward Jones
International Research Securities, INC.Broker
State Registrations6 states
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