Christa Perry is a registered investment advisor at LPL Financial LLC, based in Endicott, NY, 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
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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
24 Mckinley Ave, Endicott, NY, 13760
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Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Christa is involved with Visions Analysis LLC as a financial institution duty since 2020, dedicating full-time hours. She also operates under the DBAs Visions Analysis LLC and Visions Wealth Management for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
Visions Analysis LLCBroker
Visions Analysis LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations23 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.