Kaitlyn Carrai

Professional background
Kaitlyn is part of LPL Business Solutions, a service that provides industry-trained LPL
professionals who can simplify operations and streamline advisors' practices. She
partners with advisors to provide support on administrative tasks and client management
functions.
Kaitlyn has worked in the financial services industry for three years in administrative/
client service roles at companies including Vanguard and Independent Advisor Alliance.
She joined LPL in 2021 to apply her experience working with advisors in the Admin
Solutions Program.

Education and licensing
Kaitlyn received a Bachelor's degree in business administration with concentration in
finance from The University of North Carolina. She is FINRA SIE, Series 7 and Series 63
registered through LPL.
*Please note that activities requiring FINRA registrations are not in scope.
Personal information
Kaitlyn is originally from Washington, D.C. She is a hardcore Steelers football fan.
Kaitlyn enjoys dancing, listening to music and hanging out with her friends and family.