Teresa Hettinger
Teresa Hettinger is a registered investment advisor at LPL Financial LLC, based in Bismarck, ND, with 29 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
Bismarck, ND
Get directionsHistory
Regulatory History (2)
Financial
August 2019Financial
January 2018Other Business Activities
Teresa provides administrative services through Dovetail Wealth Management as a registered investment advisor, and also works as an Investment Operations Officer for the ND Dept of Trust Lands. She also has DBAs for her LPL business. These activities take about a quarter of her time each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Dovetail Wealth Management, LLC
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Eagle One Investments, LLCBroker
Eagle One Investments, LLCBroker
Investment Centers of America, INC.Broker
State Registrations2 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.