Karen Marie Savage

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

• 07/2009 → 08/2019
  Raymond James Financial Services
  Albuquerque, NM
• 07/2009 → 08/2019
  Raymond James Financial Services Advisors
  St Petersburg, FL
• 08/2019 → Present
  Lpl Financial, Llc
  Lake Havasu City, AZ

Previous Registrations

• 2009-07-24 → 2019-08-13
  Raymond James Financial Services Advisors, Inc
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
• 1999-04-05 → 2009-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

1) 2/20/2020 - Savage Wealth Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/16/2019 - 0 Hours Per Month. 2) 06/04/2026 - Rental Real Estate SDIRA - Real Estate Rental - Investment Related -Surprise, AZ - Start Date 06/04/2026 - 0 Hours Per Month/ during trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-03-18

Designations

• Certified Financial Planner

Other Names

• Karen Marie Krisinski
• Karen M Savage