Sylvia Juric is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lisle, IL, with 41 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
2443 Warrenville Rd, Ste 115, Lisle, IL, 60532
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business Activities
Sylvia operates Wealth Advisory Growth Strategies as a DBA for her LPL business. This activity is investment-related and consumes nearly all of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Nike Securities L.P.Broker
Clayton Brown & Associates, INC.Broker
State Registrations15 states
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.