Linda Wenker
Linda Wenker is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, 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
Sacramento, CA
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2002Customer Dispute
February 2002Customer Dispute
May 2001Customer Dispute
February 1999Other Business ActivitiesSells Insurance
Linda is an agent for accident & health, life, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
First Allied Securities, INC.
First Allied Securities, INC.Broker
Investors Resources Group, INC.
Investors Resources Group, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 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.