Cheryl Stallings, financial advisor Amarillo TX
93 score

Cheryl Stallings

CRD Number: 1162913
Current Firm: Lpl Financial LLC

Cheryl Stallings (CRD# 1162913) is an Investment Advisor Representative working at Lpl Financial LLC in Amarillo, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Amarillo, TX Sep 2009 - Current 8
Banc Of America Insurance Services, Inc. Amarillo, TX Apr 2003 - Sep 2009 6
Banc Of America Investment Services, Inc. Amarillo, TX Apr 2003 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Cheryl A. Stallings
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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