Sandra Davis-Skeen is a registered investment advisor at LPL Financial LLC, based in Harrison, OH, with 7 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
9676 Dry Fork Rd., Harrison, OH, 45030
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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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Sandra is involved in several business activities, including Capital Concepts (a DBA for LPL business), Coldwell Banker West Shell as a realtor, Darryl and Sandy LLC for real estate rental, Capital Concepts, INC (another DBA for LPL business), and Tax Concepts as a tax preparer. These activities take up a significant portion of Sandra's time, ranging from a few hours per month to nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.