Terri Conger
Terri Conger is a registered investment advisor at LPL Financial LLC, based in Federal Way, WA, with 31 years of industry experience. Terri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
33930 Weyerhaeuser Way S, Ste 200, Federal Way, WA, 98001
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Terri is involved in three outside business activities. These include a business entity for tax/investment purposes (1 hour per month), a DBA for LPL business (full-time), and real estate rental (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations26 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.
Exams
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