Lucy Zimmerman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winchester, VA, with 12 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
27 West Boscawen Street, Winchester, VA, 22601
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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.
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Lucy is a Registered Investment Advisor Hybrid with Buttonwood Wealth, LLC since January 2025, dedicating nearly full-time hours during securities trading. She is also a Registered Representative with LPL Financial LLC since January 2015, spending about a quarter of her time during securities trading.
Employment History
Current Registrations
LPL Financial LLC
Buttonwood Wealth
LPL Financial LLCBroker
Previous Registrations
Wiseman & Associates Wealth Management
LPL Financial LLC
Commonwealth Financial NetworkBroker
State Registrations5 states
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