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Kathleen Charles, Cfp® Email & Phone Number

Financial Advisor at LPL Financial at LPL Financial
Location: Lafayette, California, United States 3 work roles 3 schools
1 work email found @lpl.com LinkedIn matched
✓ Verified May 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
Financial Advisor at LPL Financial
Location
Lafayette, California, United States
Company size
7900 employees

Who is Kathleen Charles, Cfp®? Overview

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Quick answer

Kathleen Charles, Cfp® is listed as Financial Advisor at LPL Financial at LPL Financial, a company 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 Lpl Financial and CERTIFIED FINANCIAL PLANNER™ at Protected Investors Of America. 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

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*@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 Financial Advisor at LPL Financial 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
Financial Advisor at LPL Financial
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 →

KS Kyle Seeman, Fpqp™ Kyle Seeman, Fpqp™ Colleague at Lpl Financial Tulsa, Oklahoma, United States, United States View → RM Ryan Mcclain Ryan Mcclain Colleague at Lpl Financial Charlotte, North Carolina, United States, United States View → TU Tim Urban, Cfp®, Tim Urban, Cfp®, Colleague at Lpl Financial Kennebunk, Maine, United States, United States View → JL Jacob Liesmann Jacob Liesmann Colleague at Lpl Financial San Antonio, Texas Metropolitan Area, United States View → KZ Karen Zimmer Karen Zimmer Colleague at Lpl Financial San Diego, California, United States, United States View → KC Kevin Conroy Kevin Conroy Colleague at Lpl Financial Fort Collins, Colorado, United States, United States View → AM Arcieri Mcfadden Arcieri Mcfadden Colleague at Lpl Financial Rock Hill, South Carolina, United States, United States View → PI Patrick Ingram Patrick Ingram Colleague at Lpl Financial Charlotte, North Carolina, United States, United States View → AJ Albert Joseph Iii, Csm Albert Joseph Iii, Csm Colleague at Lpl Financial Charlotte, North Carolina, United States, United States View → BT Blake Teitelbaum Blake Teitelbaum Colleague at Lpl Financial State College, Pennsylvania, United States, 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 Financial Advisor at LPL Financial 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 Kyle Seeman, Fpqp™, Ryan Mcclain, Tim Urban, Cfp®,, Jacob Liesmann, and Karen Zimmer.

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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