Karen Lynn Padgett

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2002 → 01/2024
  Raymond James Financial Services, Inc
  Anchorage, AK
• 01/2009 → 01/2024
  Raymond James Financial Services Advisors, Inc
  Anchorage, AK
• 01/2010 → Present
  Padgett Financial Services, Llc
  Anchorage, AK
• 01/2024 → Present
  Lpl Financial Llc
  Anchorage, AK

Previous Registrations

• 2009-01-02 → 2024-01-09
  Raymond James Financial Services Advisors, Inc
  Anchorage, AK
  Anchorage, AK
  Anchorage, AK
  Anchorage, AK
• 2002-08-16 → 2009-01-02
  Raymond James Financial Services, Inc.
  Anchorage, AK
  Anchorage, AK
  Anchorage, AK
  Anchorage, AK
  Anacortes, WA
  Anchorage, AK
• 2002-07-23 → 2002-08-01
  Waddell & Reed
  Anchorage, AK

Other Businesses

1) 01/02/2024 - Real Estate Rental - Owner - Inv Rel - Anchorage, AK - Start: 01/2002 2) 01/02/2024 - KPadgett - Artist / Owner - Non-Inv Rel - Anchorage, AK - Start: 01/2017 3) 01/19/2024 - Round Tree Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 0 Hours Per Month/ During Trading 4) 01/19/2024 - Padgett Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/19/2002 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-07-17

Designations

• Certified Financial Planner

Other Names

• Karen Lynn Burch