Teri Ploharz-Bolling
Teri Ploharz-Bolling is a registered investment advisor at LPL Financial LLC, based in Orofino, ID, with 21 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
230 Johnson Avenue, Orofino, ID, 83544
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Teri is associated with Camas Financial Services, LLC as a DBA for LPL business, dedicating nearly full-time hours. Teri also owns/partners with 2BHoldings, LLC, a real estate rental business, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations19 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.