KL
KL

Karen Lynn Lapina

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2200 Georgetown Drive, # 302, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Karen is a board member for the Family Lins Foundation, dedicating minimal time per quarter. She is also a Senior Vice President and financial advisor at Fragasso Financial Advisors, working full-time.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fragasso Financial Advisors
December 2002 - Present · 23 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
May 2004 - August 2018 · 14 yrs 3 mos
Bpu Investment Group, INC.Broker
July 2003 - April 2004 · 9 mos
Equity Capital Management
July 2003 - April 2004 · 9 mos
Linsco/private Ledger CORP.Broker
August 2000 - August 2003 · 3 yrs
Cigna Financial Advisors,inc.Broker
April 1992 - October 1994 · 2 yrs 6 mos
Vanguard Marketing CorporationBroker
February 1991 - November 1991 · 9 mos
State Registrations7 states
CADCDEFLMDNJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Karen Lynn Lapina - Financial Advisor | TrueAdvisor