Andrew Schenker, financial advisor Roanoke VA
83 score

Andrew Schenker

CRD Number: 5446857
Current Firm: Lpl Financial LLC

Andrew Schenker (CRD# 5446857) is an Investment Advisor Representative working at Lpl Financial LLC in Roanoke, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of North Carolina Roanoke, VA Oct 2015 - Current 1
Lpl Financial LLC Roanoke, VA Oct 2015 - Current 1
Investment Centers Of America Roanoke, VA Aug 2014 - Oct 2015 1
Suntrust Investment Services,inc. Atlanta, GA Apr 2009 - Aug 2014 5
Suntrust Bank Vinton, VA Aug 2008 - Aug 2014 6
Signator Investors Inc. Roanoke, VA Oct 2007 - May 2008 < 1
Spotswood Country Club Harrisonburg, VA Feb 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Sep 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Andrew T. Schenker
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
  • VA
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
83

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