Kelly Erin Mccarthy
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Kelly Erin Mccarthy? Claim your profile
Contact this firm
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
12 years in the industry.
- LPL Financial LLCJun 2025 to now
- Bestvest Investments, Ltd.Jun 2025 to now
- Reliance StandardJun 2024 to Aug 2024
- Tsai CitySep 2023 to May 2025
- Reliance StandardJun 2023 to Aug 2023
- Yale UniversityAug 2021 to May 2025
- Swarthmore CollegeJun 2021 to Aug 2021
- Swarthmore CollegeJun 2019 to Aug 2019
- Urban AirFeb 2019 to Aug 2019
- Ridley High SchoolAug 2017 to Jun 2021
- Ridley Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8111250
- Firm CRD
- 6413