Katie Raasch (CRD# 7249293) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has 1 year of experience in the finance industry.
CRD# 2055289
Powering Your Retirement
CRD# 2238419
Lpl Financial LLC
CRD# 5567930
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Castro Valley, CA | Apr 2020 - Current | 4 |
| Babysitting | Dublin, CA | Jan 2017 - Current | 7 |
| California Baptist University | Riverside, CA | Sep 2021 - Dec 2022 | 1 |
| The City Of Dublin | Dublin, CA | Jun 2022 - Aug 2022 | < 1 |
| Las Positas College | Livermore, CA | Jun 2019 - Sep 2021 | 2 |
| The Wave | Dublin, CA | Apr 2017 - Sep 2021 | 4 |
| Dublin High School | Dublin, CA | Aug 2015 - Jun 2019 | 3 |
| Unemployed | Dublin, CA | Jun 2015 - Aug 2015 | < 1 |
| Fallon Middle School | Dublin, CA | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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