Terry Schultz is a registered investment advisor at LPL Financial LLC, based in Peoria, IL, with 8 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
7900 N University St, Peoria, IL, 61615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry has a DBA for LPL business through CEFCU Investment Services since 2022. Terry also has a financial institution duty with CEFCU since 1988, dedicating nearly full-time hours to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations2 states
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