Katrina Peck
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Enterprise
Location
Fruitland, ID
Credentials
Series 63, Series 65, Series 66
Industry experience
28 years
About
Katrina Peck is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 designations and 28 years of industry experience. Her prior roles include positions at First Command, BancWest Investment Services, and Loring Ward Securities. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice primarily built around model portfolios and discretionary implementation through wrap programs and TAMP sponsors.
Client services
Based on LPL Enterprise
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
Location
Fruitland, ID
Most active in
Katrina P has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Texas
Work history
LPL Financial, LLC
2025 - Present (1 year)
LPL Enterprise
2024 - Present (2 years)
First Command
2020 - 2024 (4 years)
BancWest Investment Services, Inc.
2019 - 2020 (1 year)
BANK OF THE WEST
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
Lumity, Inc.
2018 - 2018 (1 year)
Loring Ward Securities Inc.
2016 - 2018 (2 years)
Loyal3 Securities Inc
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Adam B
Series 63, Series 65
Fruitland, ID
key Investment Services LLC
David J
Series 66
Payette, ID
Ameriprise
Janine N
Series 66
Fruitland, ID
Edward Jones
Robert V
Series 66
Ontario, OR
Edward Jones
Heather V
Series 66
Fruitland, ID
Edward Jones
William P
Series 63, Series 65
Ontario, OR
LPL Financial
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