Karen Lynn Lapina

Employer firm

Fragasso Financial Advisors CRD 123255

$2.83B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 08/2018
  Lpl Financial, Llc
  Gibsonia, PA
• 05/2004 → Present
  The Fragasso Group, Inc.
  Sewickley, PA
• 09/2012 → Present
  Fragasso Financial Advisors
  Sewickley, PA
• 08/2018 → Present
  Private Client Services
  Sewickley, PA

Previous Registrations

• 2003-07-29 → 2004-04-13
  Bpu Investment Management Inc.
  Pittsburgh, PA

Other Businesses

1) BOARD MEMEBER - FAMILY LINS FOUNDATION BOARD. 2644 BANKSVILLE RD. PITTSBURGH, PA 15216. BOARD MEMBER FOR 4 YEARS. PROVIDE INPUT ON FINANCIAL AND INVESTMENT DECISIONS MAD FOR THE FOUNDATIONS ACCOUNTS. 2 HOURS/QTR. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. DBA. SENIOR VICE PRESIDENT, DOWNTOWN BRANCH-FINANCIAL ADVISOR. 160 HOURS/MO; 130 DURING TRADING HOURS. 3) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. REGISTERED INVESTMENT ADVISOR. SENIOR VICE PRESIDENT- DOWNTOWN BRANCH & FINANCIAL ADVISOR. 120 HOURS/MO; 100 DURING TRADING HOURS. 4) INDEPENDENT INSURANCE AGENT. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. INDEPENDENT INSURANCE AGENT. 5 HOURS/MO; 2 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-24
• S63 Uniform Securities Agent State Law Examination
  2000-10-24

Other Names

• Karen L Launikonis
• Karen Lynn Launikonis