Sandra Cerqueira
Sandra Cerqueira is a registered investment advisor at LPL Financial LLC, based in Sharon, CT, 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
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
6 Gay Street, Sharon, CT, 06069
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Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Sandra has a DBA under Webster Investment Services, Inc. since 2011. She also performs bank duties for Webster Bank, providing financial services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Newalliance Investments, INC.Broker
TD Wealth Management Services INC.
TD Wealth Management Services INC.Broker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations31 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.