Felicia Erwin-Sanders
Felicia Erwin-Sanders is a registered investment advisor at LPL Financial LLC, based in Carrollton, TX, with 22 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
Carrollton, TX
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Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Felicia is an independent agent selling health and Medicare products for United Healthcare, dedicating about half her time to this activity. She also works as an inbound reservationist for Delta Airlines, spends about 10-20% of her time providing tax preparation services, is a notary public, and serves as a director for Lancaster Municipal Utility District No. 1.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
LPL Financial CorporationBroker
LPL Financial Corporation
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Lockwood Financial Services, INC.Broker
State Registrations5 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.