Kimberly Ann Orlando
Investment adviser representative at LPL Financial LLC
23 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
23 years in the industry.
- LPL Financial LLCOct 2023 to now
- UnemployedMay 2023 to Sep 2023
- Morgan Stanley Private Bank, N.A.Mar 2018 to May 2023
- Morgan Stanley Smith Barney LLCMar 2018 to May 2023
- Bank of America, N.A.Sep 2010 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2003 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4705949
- Firm CRD
- 6413