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Kathleen Charles, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Location: Lafayette, California, United States 3 work roles 3 schools
1 work email found @lpl.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@lpl.com
LinkedIn Profile matched
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Current company
LPL Financial
Role
CERTIFIED FINANCIAL PLANNER™
Location
Lafayette, California, United States
Company size
7900 employees

Who is Kathleen Charles, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kathleen Charles, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at LPL Financial, a with 7900 employees, based in Lafayette, California, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Kathleen Charles, Cfp®.

Kathleen Charles, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Protected Investors Of America and Equity Analyst at Hambrecht & Quist. Kathleen Charles, Cfp® holds M.B.A., Finance from University Of California, Berkeley, Haas School Of Business.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Kathleen Charles, Cfp®'s masked contact details.

*@lpl.com
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AeroLeads found 1 current-domain work email signal for Kathleen Charles, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kathleen Charles, Cfp®

Kathleen Charles, Cfp® is a CERTIFIED FINANCIAL PLANNER™ at LPL Financial. She possess expertise in financial services, payroll.

Listed skills include Financial Services and Payroll.

Current workplace

Kathleen Charles, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
CERTIFIED FINANCIAL PLANNER™
san diego, california, united states
Website
lpl.com
Employees
7900
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Company profile
View company profile Email format
3 roles

Kathleen Charles, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™

Current
Lpl Financial

3650 Mt. Diablo Blvd., Suite 190 Lafayette, Ca 94549

Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the Contact section above.

Feb 2014 - Present

Equity Analyst

Hambrecht & Quist

Analyst for Environmental Serivces Industry

Mar 1987 - Oct 1990
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

CS Cristine Shelton Cristine Shelton Colleague at Lpl FinancialSan Diego, California, United States View → MB Mary Beth Polk Mary Beth Polk Colleague at Lpl FinancialSan Diego, California, United States View → MM Mike Moore Mike Moore Colleague at Lpl FinancialCedarhurst, New York, United States View → JD Judith Dolle Judith Dolle Colleague at Lpl FinancialLos Angeles Metropolitan Area, United States View → JB Jason Burgett Jason Burgett Colleague at Lpl FinancialTuscaloosa, Alabama, United States View → MK Mahesh Kundu Mahesh Kundu Colleague at Lpl FinancialRajarhat, West Bengal, India View → SM Stephen Murray, Cfa, Caia Stephen Murray, Cfa, Caia Colleague at Lpl FinancialGreater Boston, United States View → RG Reed Greenagel Reed Greenagel Colleague at Lpl FinancialWheaton, Illinois, United States View → JA John Anderson John Anderson Colleague at Lpl FinancialSan Diego, California, United States View → JL Jonathan Lemon Jonathan Lemon Colleague at Lpl FinancialCharleston, South Carolina Metropolitan Area, United States View →
3 education records

Kathleen Charles, Cfp® education

B.S., Cellular Biology

University Of Michigan
FAQ

Frequently asked questions about Kathleen Charles, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kathleen Charles, Cfp® work for?

Kathleen Charles, Cfp® works for LPL Financial.

What is Kathleen Charles, Cfp®'s role at LPL Financial?

Kathleen Charles, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at LPL Financial.

What is Kathleen Charles, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lpl.com for Kathleen Charles, Cfp® at LPL Financial.

Where is Kathleen Charles, Cfp® based?

Kathleen Charles, Cfp® is based in Lafayette, California, United States while working with LPL Financial.

What companies has Kathleen Charles, Cfp® worked for?

Kathleen Charles, Cfp® has worked for Lpl Financial, Protected Investors Of America, and Hambrecht & Quist.

Who are Kathleen Charles, Cfp®'s colleagues at LPL Financial?

Kathleen Charles, Cfp®'s colleagues at LPL Financial include Cristine Shelton, Mary Beth Polk, Mike Moore, Judith Dolle, and Jason Burgett.

How can I contact Kathleen Charles, Cfp®?

You can use AeroLeads to view verified contact signals for Kathleen Charles, Cfp® at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Charles, Cfp® attend?

Kathleen Charles, Cfp® holds M.B.A., Finance from University Of California, Berkeley, Haas School Of Business.

What skills is Kathleen Charles, Cfp® known for?

Kathleen Charles, Cfp® is listed with skills including Financial Services and Payroll.

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