Priscilla Suhre
Priscilla Suhre is a registered investment advisor at LPL Financial LLC, based in Puyallup, WA, with 25 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
3803B South Meridian, Puyallup, WA, 98373
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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
Priscilla is a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance, dedicating about a quarter of her time to this. She also owns Suhre REI LLC, a real estate rental business, which takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Associated Securities CORP.
Associated Securities CORP.Broker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations21 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.