Sandra Burgess is a registered investment advisor at LPL Financial LLC, based in Minneola, FL, with 3 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
205 W Washington St Ste A, Minneola, FL, 34715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandra operates her LPL business through KMF Advisors, dedicating full-time hours to it. She also owns rental real estate and works as an instructional teacher for the Lake County School Board, taking about half of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Signator Investors, INC.Broker
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.