Bonnie Faherty
Bonnie Faherty is a registered investment advisor at LPL Financial LLC, based in St Augustine, FL, 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
St Augustine, FL
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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
Bonnie is involved with Dawn Chambers Agency Inc. selling fixed insurance, dedicating minimal time. She also operates Navigate Wealth Planning Group as a DBA for her LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
TD Wealth Management Services INC.Broker
TD Wealth Management Services INC.
Bancnorth Investment Group, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Compulife Investor Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations22 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.