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Kari Middleton, PPC - LPL Financial
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Kari Middleton, PPC - LPL Financial
Contact Information
Company
Kari Middleton, PPC - LPL Financial
Position
Owner
Visit Website
Phone Number
760-409-2864
Location
Palm desert, California, 92211
United States
United States
Company Details
Year Established
2000
Hours of Operation
M-F 8am to 5pm
Accepted Forms of Payments
Check, electric payment, and credit card
About Kari Middleton, PPC - LPL Financial
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