Kathy
Colby
Lpl Financial LLC
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About this Advisor
Kathy Colby is a financial advisor based in Lansing, Michigan, working with Lpl Financial LLC. Kathy has previously worked at Dominion Investor Services, Inc, Financial Independents, Inc, Dominion Portfolio Management, Inc, Usa Financial Securities, and Lpl Financial LLC. Kathy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Kathy is part of Lpl Financial LLC, which operates in Lansing, Michigan. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kathy Colby Work History
Lpl Financial LLC
Usa Financial Securities
Financial Independents, Inc
Dominion Portfolio Management, Inc
Dominion Investor Services, Inc
Disclosures
Please visit the SEC profile of Kathy Colby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Philadelphia, PA
Carlisle, PA
Houston, TX
Carlsbad, CA
Roanoke, TX
Basking Ridge, NJ
Lakeport, CA
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