Kelly Burdick
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCAug 2025 to now
- Citizens & Northern BankSep 2023 to now
- Cadaret Grant & Co., Inc.Oct 2021 to Sep 2023
- Maple City Financial ServicesJun 2019 to Sep 2023
- WalmartApr 2018 to May 2019
- Texas RoadhouseOct 2017 to Apr 2018
- Unemployed/studentNov 2010 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7268326
- Firm CRD
- 6413