Karen Irene Boykin
Investment adviser representative at LPL Financial LLC
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCApr 2025 to now
- Boykin Financial GroupSep 2007 to now
- Osaic Wealth, Inc.Jan 2024 to Apr 2025
- Woodbury Financial Services IncDec 2015 to Jan 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4501606
- Firm CRD
- 6413