Cheryl Zudell (CRD# 4765400) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Poulsbo, WA and has over 20 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1360876
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | Poulsbo, WA | Nov 2020 - Current | 3 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Nov 2020 | 4 |
| First Command Financial Services, Inc. | Fort Worth, TX | Mar 2004 - Nov 2020 | 16 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2004 - Nov 2020 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- TX
- WA
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Total Assets Under Management4,483MILLIONS
-
Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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