Sheri Benjamin
Sheri Benjamin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Mill Valley, CA, with 33 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
Mill Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheri is involved with Cammarano Insurance Services, selling non-variable insurance since 2015. This activity takes minimal time during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
P.J. Robb Variable CorporationBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Nationwide Investment Services CorporationBroker
Usallianz Investor Services, LLCBroker
Liberty Securities CorporationBroker
Fn Investment CenterBroker
Liberty Securities CorporationBroker
Gruntal & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.