Vicky Teherani is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 21 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
6009 Beltline Rd Suite 245, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vicky operates More 2 Wealth Management as a DBA for her LPL business and is the CFO of PAJ, Inc., dedicating about 10-20% of her time to the latter. She also owns Rolland Safe & Lock Company, VT Capital, Inc (real estate rental), TEHMAR, INC (business entity for tax/investment purposes), and other real estate rental properties, but spends minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.