Cheryl Marquez
Cheryl Marquez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Campbell, CA, with 37 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
900 E Hamilton Ave Ste 230, Campbell, CA, 95008
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Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
Cheryl has several business entities, including Marquez & Hsieh, LLC, Cheryl L Marquez, Inc, and Cairn Wealth Advisors, primarily for tax, investment, and LPL business purposes. She also engages in real estate rental activities through Cairn Wealth Advisors/Marquez & Hsieh, LLC, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations14 states
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