Paula Sheffield is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 13 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
2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515
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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.
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Paula operates under two DBAs, PWA and Professional Wealth Advisors, for her LPL business, both investment-related. She is also involved with Partnerland LLC for tax/investment purposes, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
J.P. Morgan Securities LLCBroker
Sentry Equity Services, INC.Broker
The Huntington Investment CompanyBroker
State Registrations1 state
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.