Caprice Michelle Kalvelage
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCMar 2026 to now
- Fidelity InvestmentsAug 2025 to Mar 2026
- Equitable Advisors, LLCJul 2025 to Jul 2025
- UnemployedMay 2025 to Aug 2025
- Limon Urban KitchenMay 2024 to Aug 2024
- Uber EatsMay 2024 to May 2024
- Uber EatsJun 2023 to Aug 2023
- Manuel's Mexican RestaurantMay 2022 to Aug 2022
- Swim NeptuneMay 2022 to Aug 2022
- Lake Forest CollegeAug 2021 to May 2025
- UnemployedSep 2019 to Aug 2021
- Aqua TotsMay 2019 to Aug 2019
- UnemployedJan 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8121895
- Firm CRD
- 6413