Kelly Starkman
Personal Information
Kelly Admin is a Northern California native who relocated to North East Texas to be near her
grandchildren. She is married with five kids all grown and out on their own and three Dogs. In her
free time, Kelly enjoys spending time learning about the state of Texas, traveling with friends and
spending time with her family.
ADMINISTRATIVE TEAM
Your office will be supported by a team of Admins that is part of LPL Business Solutions, a service
that provides industry-trained LPL professionals who can simplify operations and streamline
advisors’ practices.
Team Support:
Your Administrative Team has a combined 15+ years of financial industry experience and will partner
with you to :
*Team size may vary based on product offer supported.
*Please see the Scope List for a complete list of supported tasks.
• Prepare and process new account paperwork
• Oversee reporting, maintenance, transfers, cash management of existing accounts, and Client
RMDs
• Assist with Direct Business accounts such as obtaining paperwork, networking, and
outbound
phone calls
• Assist with any ClientWorks notifications and other high priority issues
• Help your clients with the setup and questions surrounding the AccountView tool
• Assist with ClientWorks account or household cleanup, CRM maintenance, or other project work on
an as-needed basis
• Schedule appointments, maintain client correspondence, and assist in meeting
preparation
Testimonial
“ I personally really like this system for more than several reasons.
Control, Peace of Mind and Knowing that there are Admins in the Team system that are competent is a
good feeling ”
Michael Geary Senior Advisor
M.A.G. Wealth Management, LLC
ADMIN SOLUTIONS
YOUR ADMIN
Professional background
Kelly has more than ten years of experience in positions such as Office Manager and Administrative
Assistant with Solano Wealth Management, Inc. She joined LPL in 2023 to apply her experience
working with advisors in the Admin Solutions Program.
Kelly will work directly with you and your clients as dedicated support and will partner with a
team of admins that will support with the completion of tasks.