Cherie Wang
Cherie Wang is a CFP-designated registered investment advisor at LPL Financial LLC, based in Placentia, CA, with 10 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
151 N Kraemer Blvd, #222, Placentia, CA, 92870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Cherie is a professor at Cerritos College and a notary public, dedicating minimal time to the latter. She also provides investment advisory services through Valley Wealth Strategies, LLC and its DBA, Zuk Financial Group, and is involved with Zuk and Associates Insurance Services Inc., as well as Citadel Law Offices & Financial Service.
Employment History
Current Registrations
LPL Financial LLCBroker
Valley Wealth Strategies, LLC
Previous Registrations
LPL Financial LLC
Valley Wealth Strategies
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations20 states
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