Lindsey Kuklin (CRD# 6222570) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 9 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Trinity, FL | Jul 2021 - Current | 2 |
| Lindsey M Kuklin Notary | Trinity, FL | Oct 2019 - Jul 2021 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | St Petersburg, FL | Feb 2018 - Jul 2021 | 3 |
| Waddell & Reed, Inc. | St Petersburg, FL | Jan 2018 - Jul 2021 | 3 |
| Thomas Halvorsen | Tampta, FL | Jan 2018 - Jul 2021 | 3 |
| Daniel Ramsey | Tampa, FL | Jan 2018 - Jul 2021 | 3 |
| Patrick Gallagher | Tampa, FL | Jan 2018 - Jul 2021 | 3 |
| Independent Financial Group | New Port Richey, FL | Nov 2017 - Jan 2018 | < 1 |
| Unemployed | Trinity, FL | Dec 2015 - Nov 2017 | 1 |
| 11930 Lake Blvd | Trinity, FL | Dec 2015 - Nov 2017 | 1 |
| Realty Capital Securities, LLC | Boston, MA | Jun 2015 - Dec 2015 | < 1 |
| Realty Capital Securities | Boston, MA | Jun 2015 - Dec 2015 | < 1 |
| Angel & Associates Inc. | Port Richey, FL | Dec 2014 - Jun 2015 | < 1 |
| Transamerica Financial Advisors, Inc. | Port Richey, FL | Oct 2014 - May 2015 | < 1 |
| Medicaid Assist | Port Richey, FL | Jan 2012 - Dec 2014 | 2 |
| Angel & Associates | Port Richey, FL | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- FL
- 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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