Hannah Kelly is a registered investment advisor at LPL Financial LLC, based in Encinitas, CA, with 4 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
2210 Encinitas Blvd. Ste. C, Encinitas, CA, 92024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hannah operates Lifetime Financial Advisors as a DBA for her LPL business, dedicating about half of her time to it. She also has outside W-2 employment with AEFCT, which is not investment-related, and also takes about half of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Dunham & Associates Investment Counsel, INC.
Dunham & Associates Investment Counsel, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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