Desiree Wodicker
Desiree Wodicker is a registered investment advisor at LPL Financial LLC, based in San Ramon, CA, with 11 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
111 Deerwood Rd Suite 200, San Ramon, CA, 94583
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Regulatory History (1)
Financial
July 2020Other Business Activities
Desiree is a contractor for Milions and Instagram, and does marketing for Magnvs, dedicating minimal time to each. She also has a business entity for tax/investment purposes called Limon Consulting, which takes nearly full-time hours, and Pantera Wealth, a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations4 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.