Andrew Schenker
Andrew Schenker is a registered investment advisor at LPL Financial LLC, based in Roanoke, VA, with 18 years of industry experience. Andrew 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
3119 Chaparral Drive, Roanoke, VA, 24018
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other Business ActivitiesSells Insurance
Andrew uses Valley Wealth Group and Botetourt Wealth Management as DBAs for his LPL business. He also engages in non-variable insurance activities through Valley Wealth Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Signator Investors, INC.Broker
State Registrations8 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.
Exams
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