Kerry Watterson is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 23 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
3750 Park East Drive, Suite 200, Beachwood, OH, 44122
Get directionsHistory
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 Activities
Kerry is affiliated with Stratos Wealth Partners, LTD and Sheerbrook Wealth Management as an investment advisor, spending nearly full-time on these activities. Kerry also acts in a fiduciary capacity for the Pamela W. Terry Trust.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Mcdonald Partners LLCBroker
Mcdonald Partners LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations22 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.