Terri Hickman is a registered investment advisor at LPL Financial LLC, based in Grand Junction, CO, with 30 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
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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
249 Grand Avenue Suite A, Grand Junction, CO, 81501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terri owns an office building through Cherry Hill, LLC, where she conducts her financial services business, spending minimal time on it. She is also a notary and operates Grand River Financial Partners, LLC as a DBA for her LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations18 states
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