Kaitlyn Mathis (CRD# 7115970) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, GA and has over 3 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Gainesville, GA | May 2019 - Current | 5 |
| Sullivan & Schlieman Wealth Management, LLC | Gainesville, GA | May 2019 - Current | 5 |
| Allen Street Properties - Family Business | Dawsonville, GA | Jan 2019 - May 2019 | < 1 |
| Unemployed | Dawsonville, GA | Dec 2018 - Jan 2019 | < 1 |
| Clear Rate Communications | Troy, MI | Jul 2015 - Nov 2018 | 3 |
| Gap Inc. | Farmington Hills, MI | Jul 2014 - Jul 2015 | 1 |
| Planet Fitness | Novi, MI | Jul 2014 - Jul 2015 | 1 |
| Gap Inc. | Dawsonville, GA | Jun 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- GA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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