Unclaimed Profile

Karen Lynn Mcclintock

LS INVESTMENT ADVISORS, LLC·BLOOMFIELD HILLS, Michigan

Series 7Clean record23 years registeredLS INVESTMENT ADVISORS, LLC

39533 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304-5106CRD# 1499193Firm CRD# 146829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Lynn Mcclintock · BLOOMFIELD HILLS, MI

Registration

CRD #1499193 · LS INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ROBERTSON STEPHENS

Oct 2021 – present

LSIA

Jul 2008 – Oct 2021

PASADENA, CA

NATIXIS ASSET MANAGEMENT ADVISORS, L.P.

Apr 2006 – Oct 2008

BOSTON, MA

LOOMIS, SAYLES & COMPANY, L.P.

Dec 2002 – Oct 2008

PASADENA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · December 9, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LS INVESTMENT ADVISORS, LLC

CRD 146829 · SEC 801-69340

AUM

$803M

Regulatory assets under management

Employees

357 client accounts

Services offered by LS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Karen Lynn Mcclintock offer?

Karen Lynn Mcclintock specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Karen Lynn Mcclintock's credentials?

Karen Lynn Mcclintock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Lynn Mcclintock located?

Karen Lynn Mcclintock is based in BLOOMFIELD HILLS, Michigan, working with LS INVESTMENT ADVISORS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Karen Lynn Mcclintock charge for services?

Karen Lynn Mcclintock's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LS INVESTMENT ADVISORS, LLC?

LS INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $803M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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