Debra Schilling
Debra Schilling is a registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 40 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
109 Coronado Ct, Bldg 7, Fort Collins, CO, 80525
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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 ActivitiesSells Insurance
Debra operates under several DBAs for her LPL business, including Choice City Wealth Partners, Streamlined Wealth Planning, and Schilling Investment Partners LLC. She also works as a non-variable insurance agent and manages Choice City Group Inc for tax/investment purposes, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Citigroup Global Markets INC.Broker
Dain Bosworth IncorporatedBroker
Charles Schwab & CO., INC.Broker
Piper Jaffray INC.Broker
Piper Jaffray INC.Broker
Kemper Securities Group, INC.Broker
Boettcher & Company, INC.Broker
State Registrations19 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.