Maria Sikora
Maria Sikora is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 37 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
3601 Green Rd Ste 100, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Criminal
August 1989Other Business ActivitiesSells Insurance
Maria operates under the DBA The Tyler-Stone Group since 2009 and provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about a quarter of her time. She also sells non-variable insurance products, including life, disability, long-term care, fixed annuities, and individual/group health insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
New York Life Securities CORP.Broker
State Registrations8 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.