Linda Wenker
Linda Wenker is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 42 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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