Karen Benedict is a registered investment advisor at LPL Financial LLC, based in Herndon, VA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Spring Street, Suite 120, Herndon, VA, 20170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is an investment advisor representative (IAR) for Northwest Financial Advisors since 2014 and a DBA for LPL Business since 2019. She is also SVP at Northwest Financial Group LLC since 2008 and SVP of Investments at NW Capital Management LLC since 2023, spending minimal time on the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
Northwest Financial Advisors LLC
Northwest Financial Group LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations3 states
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