Karla Rene Barker

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

• 07/2013 → Present
  Lpl Financial Llc
  Fort Worth, TX

Previous Registrations

• 2008-02-13 → 2013-07-29
  Edward Jones
  Ft Worth, TX
  Ft Worth, TX
  Ft Worth, TX
  St Louis, MO

Other Businesses

(1) 10/07/2016: Captial Heights Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 1701 River Run Rd, Ste 1000, Fort Worth, TX 76107 - Start 10/10/2017 - 96 Hr/Mo; 6 Hour(s) During Securities Trading - This DBA is for LPL business only. (2) 3/05/2018 - J & K Partners - DBA: J & K Partners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - at reported business location (s) - Start date 01/01/2018 - 160 Hours per month / 96 Hours during securities trading (3) 01/23/2024 - Real Estate Rental - Aribnb - Investment Related - Grand Lake, CO - Start Date 12/08/2022 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-02-07

Other Names

• Karla Rene Wallace
• Karla Rene Wallace
• Karla Rene Morris
• Karla Barker