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Casimir Joseph Karnish

LPl Financial LLC

Oil City, PA

Seneca, PA

CRD 710842

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-17
  • PA RA
    APPROVED
    Since 2023-08-17

Branch Locations

1510 W. First St., Ste One, Oil City, PA 16301 • United States

Seneca, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Oil City PA 07/1998 Present
Other Businesses

1. 12/19/2002 - NON-VARIABLE INSURANCE - SELL FIXED ANNUITIES AND LONG TERM CARE INSURANCE. - OIL CITY, PA. 2. 05/27/2014 - KARNISH FINANCIAL ADVISORS - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 01/16/2026 - Casimir J. Karnish - Real Estate Rental - Owner - Investment Related - Seneca, PA - Start Date 01/15/2026 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-08-08
  • S63 Uniform Securities Agent State Law Examination
    1980-08-08
Other Names
  • Caz Karnish

View on SEC IAPD

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