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. Teri 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.