Sherry Adler
Sherry Adler is a registered investment advisor at LPL Financial LLC, based in Helendale, CA, with 15 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
Helendale, CA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sherry is an insurance agent selling fixed annuities, life/health, and long-term care insurance since 2017, dedicating about 10-20% of her time. She also owns Aerie Financial Planning, a DBA for investments, financial planning, and insurance products, which is a nearly full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cumberland Advisors, PTYBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Janney Montgomery Scott INC.Broker
State Registrations24 states
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