Cheryl Fonseca is a registered investment advisor at LPL Financial LLC, based in Somerset, MA, 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
255 County Street, Somerset, MA, 02726
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl is a Massachusetts Notary Public since 1999, dedicating minimal time to this. She also owns LFC Realty LLC for real estate rentals since 2001, spending a few hours per week on it, and Fonseca Financial Services, Inc. as a DBA for her LPL business since 2022, taking about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Linsco Financial Group, INC.Broker
State Registrations27 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.