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Scarlett Cherry

LPL Financial LLC
23 Years of Experience
San Diego, CA
3 DisclosuresBroker
View SEC Summary
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Scarlett Cherry is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 23 years of industry experience. Scarlett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
September 2012 - Present · 14 yrs 1 mo
LPL Financial LLCBroker
September 2012 - Present · 14 yrs 1 mo
LPL Financial LLC
September 2012 - Present · 14 yrs 1 mo
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.
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