AS
AS

Andy Schink

20 Years of Experience
Wexford, PA
2 DisclosuresBrokerSells Insurance

Andy Schink is a registered investment advisor at LPL Financial LLC, based in Wexford, PA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

2000 Corporate Dr #350, Wexford, PA, 15090

Get directions

History

Regulatory History (2)
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.
Customer Dispute
May 2013
Denied
Customer Dispute
April 2010
Denied
Other Business ActivitiesSells Insurance

Andy operates BCR Financial Services, LLC as a DBA for his LPL business and provides financial planning and consulting services through it, spending about 10-20% of his time on it. Andy also sells non-variable insurance and is a business owner of 828 Brewing, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Fs, INC.
January 2013 - August 2024 · 11 yrs 7 mos
Osaic Fs, INC.Broker
January 2010 - August 2024 · 14 yrs 7 mos
Ameriprise Financial Services, INC.
May 2005 - January 2010 · 4 yrs 8 mos
Ameriprise Financial Services, INC.Broker
April 2005 - January 2010 · 4 yrs 9 mos
Ids Life Insurance CompanyBroker
April 2005 - July 2006 · 1 yr 3 mos
State Registrations21 states
ARCACOFLGAILINKYMAMDNCNJNYOHPASCTNTXVAWAWV
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.