Adviser and broker representative · LPL Financial LLC
Kathleen A. Webster
CRD 1837839 · Baltimore, MD
At a glance
Kathleen A. Webster is an investment adviser representative with LPL Financial LLC in Baltimore, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathleen’s SEC record dates to 2013, about 13 years ago. Kathleen is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- LPL Financial LLCSince July 2023Baltimore, MD · $819B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kathleen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.