Kari Middleton, PPC - LPL Financial
2023-03-27
ID: #663021
Listed In : Finance And Banking
Business Description
I am a Wealth Management Advisor and Professional Plan Consultant (PPC) with LPL Financial and Medical Wealth Management in the Palm Springs area with over 30 collaborative years of investment, tax strategy, liability and asset management. I work with closely held businesses, entrepreneurs, healthcare and other professionals, non-profit organizations, and high net-worth individuals on all aspects of financial planning. I was recently named a Five Star Wealth Manager for the sixth time and nominated as a top female advisor with National Association of Plan Advisors magazine as recently as 2022.
Required disclosure ——Member FINRA/SIPC. CA Insurance#OC98340
Frequently Asked Questions
Where is Kari Middleton, PPC - LPL Financial located?
Kari Middleton, PPC - LPL Financial is located at Palm desert, CA 92211, Palm desert, CA - 92211.
How can customers contact Kari Middleton, PPC - LPL Financial?
Customers can contact Kari Middleton, PPC - LPL Financial by phone at 760-409-2864.
Does Kari Middleton, PPC - LPL Financial have an official website?
Yes, the official website of Kari Middleton, PPC - LPL Financial is https://www.karimiddleton.com/.
Does Kari Middleton, PPC - LPL Financial provide email support?
Yes, customers can contact Kari Middleton, PPC - LPL Financial via email at [email protected].
Is Kari Middleton, PPC - LPL Financial active on social media?
Yes, Kari Middleton, PPC - LPL Financial is active on Facebook, Instagram, LinkedIn, X.
