Ti'tiana Davis-Frederick
Ti'tiana Davis-Frederick is a registered investment advisor at LPL Financial LLC, based in Winston Salem, NC, 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
Winston Salem, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ti'Tiana owns several businesses including a trucking transportation business (CGM Logistic Solutions), a freight brokerage (CGM Brokerage Corporation), an online sales business (Pneuma), and a freight/warehousing consulting firm (Frederick Consulting, LLC). She spends minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations53 states
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