Cheryl Andrew is a registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
135 Us Highway 202 206, Suite 4, Bedminster, NJ, 07921
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Regulatory History
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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Cheryl works as a notary, and also provides administrative support to Ibex Wealth Advisors, LLC, an independent investment advisor firm. She dedicates full-time hours to her notary work and about a quarter of her time to Ibex Wealth Advisors.
Employment History
Current Registrations
LPL Financial LLCBroker
Ibex Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Transcend Capital Advisors, LLC
Tfs Securities, INC.Broker
Triad Advisors LLCBroker
Olden Lane Securities, LLCBroker
Fcg Advisors, LLCBroker
Beech Hill Securities, INC.Broker
State Registrations1 state
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.