Cheryl Brown
Cheryl Brown is a registered investment advisor at LPL Financial LLC, based in Worthington, OH, with 38 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
150 East Wilson Bridge Rd 232, Worthington, OH, 43085
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2020Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Cheryl operates under the DBA Cheryl A Brown Finanaical and Insurance Services L for her LPL business and is involved in tax preparation/accounting, and coaching teens on budgeting and resumes. She also has a business entity, CABS Financial Services, LLC, for tax/investment purposes and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Mariner Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations45 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.