Kerri Willing
Kerri Willing is a registered investment advisor at LPL Financial LLC, based in Hannibal, MO, with 9 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
2929 B Palmyra Road, Hannibal, MO, 63401
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerri is a co-owner/manager of TW Accounting, LLC, a tax preparation/accounting/CPA firm, and operates River Wealth as a DBA for her LPL business, dedicating about 10-20% of her time. She also co-owns multiple real estate rental properties and is associated with Willing Financial LLC, an insurance agency, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations1 state
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