Andrew Schenker
Andrew Schenker is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 17 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
360 Kingsley Park Dr Ste 100, Fort Mill, SC, 29715
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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.