Sarah Beth Korop
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- LPL Financial LLCJul 2021 to now
- The Frs Group LLCAug 2016 to now
- Sp AdministrationNov 2014 to now
- Various Insurance Carriers for W& R Insurance AgenciesApr 2012 to now
- Waddell & Reed, IncNov 2011 to now
- Central Uniform and Linen ServiceMay 2020 to Apr 2021
- Bni Business Networking InternationalMay 2018 to May 2020
- Bbkp Admin LLC dba Ground Up Sports PerformanceOct 2017 to Mar 2020
- Elite Networking GroupJan 2017 to May 2018
- Senior Resource CouncilAug 2016 to Apr 2021
- Tri Lakes Chamber of CommerceMar 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5994744
- Firm CRD
- 6413