Cheri Litzenburg is a registered investment advisor, based in Fredericksburg, VA, with 25 years of industry experience.
Location
250 Executive Center Parkway, Fredericksburg, VA, 22401
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cheri teaches line dancing in Fredericksburg, VA, an activity that is not investment-related. This takes minimal time each month.
Employment History
Current Registrations
Cary Street PartnersBroker
September 2008 - Present · 17 yrs 7 mos
Cary Street Partners
September 2008 - Present · 17 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - October 2008 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2006 - October 2008 · 2 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2005 - February 2006 · 11 mos
Legg Mason Wood Walker INC
March 2005 - February 2006 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2003 - September 2004 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - September 2004 · 4 yrs 4 mos
State Registrations1 state
VA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.