Kathleen Kinto
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 LLCJun 2026 to now
- Entrusted Pediatric Home CareJun 2026 to now
- Equitable Advisors, LLCFeb 2026 to Jun 2026
- Care Options for KidsMay 2025 to Jun 2026
- Entrusted Pediatric Home CareJul 2024 to May 2025
- UnemployedMay 2024 to Jul 2024
- Baylor College of MedicianeSep 2023 to May 2024
- Texas Children's HospitalMar 2023 to Sep 2023
- Dell Children's HospitalJul 2022 to Mar 2023
- UnemployedMay 2022 to Jul 2022
- St. Davids Medical CenterOct 2021 to Mar 2022
- Concordia University TexasJan 2021 to May 2022
- UnemployedNov 2019 to Oct 2021
- AgoraMar 2019 to Nov 2019
- UnemployedNov 2018 to Mar 2019
- Greystone House Montessori SchoolMay 2018 to Nov 2018
- Texas State UniversityAug 2016 to May 2018
- Lifetime FitnessJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8213031
- Firm CRD
- 6413