Sherry Gow is a registered investment advisor at LPL Financial LLC, based in Fircrest, WA, 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
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
324 Harvard Ave, Fircrest, WA, 98466
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sherry operates under the DBA Osprey Financial Partners for her LPL business. She also has a business entity, Osprey Financial Holdings LLC, for tax/investment purposes, requiring minimal time, and works as a salesperson for International Gemstones, LLC, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations16 states
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