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Scarlett Cherry

23 Years of Experience
San Diego, CA
3 DisclosuresBroker

Scarlett Cherry is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4707 Executive Dr, San Diego, CA, 92121-3091

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2024
Final
Financial
September 2024
Final
Financial
July 2024
Final
Employment History
Current Registrations
LPL Financial LLC
September 2012 - Present · 13 yrs 8 mos
LPL Financial LLCBroker
September 2012 - Present · 13 yrs 8 mos
LPL Financial LLC
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Next Financial Group, INC.Broker
July 2008 - September 2012 · 4 yrs 2 mos
Next Financial Group, INC.
July 2008 - September 2012 · 4 yrs 2 mos
Wamu Investments, INC.
August 2006 - June 2008 · 1 yr 10 mos
Wamu Investments, INC.Broker
August 2006 - June 2008 · 1 yr 10 mos
Suntrust Securities, INC.Broker
January 2005 - February 2005 · 1 mo
Suntrust Securities, INC.
January 2005 - February 2005 · 1 mo
Ncf Financial Services, INC.
September 2002 - January 2005 · 2 yrs 4 mos
Ncf Financial Services, INC.Broker
September 2002 - January 2005 · 2 yrs 4 mos
Invest Financial Corporation
January 2002 - September 2002 · 8 mos
Invest Financial CorporationBroker
May 2001 - September 2002 · 1 yr 4 mos
State Registrations2 states
CANC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Scarlett Cherry - Financial Advisor | TrueAdvisor