Terry Schnare
Terry Schnare is a registered investment advisor at LPL Financial LLC, based in Naples, FL, 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
5687 Naples Blvd, Naples, FL, 34109
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Terry owns and manages investment properties through High Bank Properties, LLC and SCH Development Group, LLC. He also works with Thomas Brady & Associates and Synergy Life Brokerage Group, LLC, both involving non-variable insurance, and spends full-time providing investment advisory services through Private Advisor Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Advantage Investment Management, LLC
Westport Resources Management INC
Westport Resources Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Invest Financial CorporationBroker
State Registrations13 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.