Cherie Harris
Cherie Harris is a registered investment advisor at LPL Financial LLC, based in Cleveland, OH, with 6 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
3333 Richmond Rd Ste 345, Cleveland, OH, 44122
Get directionsHistory
Regulatory History (2)
Financial
May 2023Financial
November 2022Other Business Activities
Cherie has been a notary in Rootstown, OH since 2010. This activity is investment-related and takes up minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1914 Advisors
Boenning & Scattergood, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.