Jerry Cutaia is a registered investment advisor at LPL Financial LLC, based in Kingwood, TX, with 24 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
22749 Professional Dr Ste B, Kingwood, TX, 77339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerry owns Shepherd's Border Collies and Schnauzers since 2004. He also has a DBA for his LPL business, WRI Investments, and Shepherd's Way Financial, dedicating about a quarter of his time during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Waddell & Reed, INC.Broker
State Registrations11 states
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