Kim Frink (CRD# 2298983) is an Investment Advisor Representative working at Lpl Financial LLC in Marion, MA and has over 31 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 2010717
Lpl Financial LLC
CRD# 2677359
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sandwich, MA | Mar 2020 - Current | 4 |
| Securities America Advisors | Sandwich, MA | Nov 2017 - Feb 2020 | 2 |
| Securities America, Inc. | Sandwich, MA | Nov 2017 - Feb 2020 | 2 |
| Invest Financial Corp. | Tampa, FL | Oct 2004 - Nov 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
- AR
- MA
- TX
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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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