Terri Conger
Terri Conger is a registered investment advisor at LPL Financial LLC, based in Federal Way, WA, with 31 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
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 Registrations25 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.