Karolina Simmons is a registered investment advisor at LPL Financial LLC, based in Ridgeland, MS, 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
732 Lake Harbour, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karolina operates under Renasant Financial Services as a DBA for her LPL business since 2023. She also has a financial institution duty with Renasant Bank- Retirement Plan Services since March 2025, dedicating about 40% of her time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations9 states
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