Kelly Marie Outhuse
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial, LLCJan 2026 to now
- Proeast Asset Management, LLCJan 2026 to now
- Raymond James Financial Services, Inc.Oct 2025 to Dec 2025
- Pioneer Valley Financial GroupJun 2017 to Oct 2025
- Commonwealth Financial NetworkJan 2017 to Oct 2025
- Signator Investors, Inc.May 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6108828
- Firm CRD
- 6413