Stacy Tedrick
Stacy Tedrick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lincoln, IL, with 16 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
303 South Kickapoo, Lincoln, IL, 62656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stacy operates under the DBAs Brad Neal and Associates (since 2009) and Red Oak Financial, Inc. (since 2015) for her LPL business, dedicating nearly full-time hours to Red Oak Financial. Stacy also sells non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations33 states
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