Katrina Anne Hirdes
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCAug 2023 to now
- Tyler Insurance AgencyMar 2022 to Aug 2023
- Parkway Christian AcademyJan 2022 to May 2022
- Winter Haven Christian SchoolDec 2021 to May 2022
- Texas Cattle CompanyMar 2021 to Oct 2021
- Anderson GreenhouseFeb 2018 to May 2018
- Ruby TuesdayJan 2017 to Mar 2021
- Kelainey's Ice Cream ShopApr 2011 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7797004
- Firm CRD
- 6413