Amanda Schaik
Amanda Schaik is a registered investment advisor at LPL Financial LLC, based in Beavercreek, OH, 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
3560 Pentagon Blvd, Beavercreek, OH, 45431
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Regulatory History (1)
Regulatory
April 2007Other Business Activities
Amanda operates WPCU Retirement Solutions as a DBA for her LPL business. This investment-related activity takes nearly all of Amanda's time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Allstate Financial Services, LLCBroker
Cadaret, Grant & CO., INC.Broker
Natcity Investments, INC.Broker
Pruco Securities, LLC.Broker
Banc One Securities CorporationBroker
State Registrations47 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.