Karla Scheve (CRD# 5841415) is an Investment Advisor Representative working at Lpl Financial LLC in Celina, TX and has over 13 years of experience in the finance industry. Karla Scheve has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Celina, TX | Jul 2021 - Current | 2 |
| Greater Celina Chamber Of Commerce | Celina, TX | Jan 2018 - Jul 2021 | 3 |
| Scheve Property LLC | Celina, TX | May 2016 - Jul 2021 | 5 |
| Karla Scheve | Celina, TX | Jan 2015 - Jul 2021 | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Celina, TX | Dec 2010 - Jul 2021 | 10 |
| Waddell & Reed, Inc. | Celina, TX | Sep 2010 - Jul 2021 | 10 |
| Robert And Karla Scheve | Celina, TX | Oct 2005 - Jul 2021 | 15 |
| Greater Celina Chamber Of Commerce | Celina, TX | Apr 2012 - Jan 2018 | 5 |
| Rj Scheve Construction LLC | Celina, TX | Jan 2011 - Apr 2016 | 5 |
| Karla Scheve | Celina, TX | Nov 2010 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- AR
- CA
- CO
- GA
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- LA
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- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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