Cassandra PainterCRD Number: 5565567
Current Firm: Lpl Financial LLC
Cassandra Painter (CRD# 5565567) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Lpl Financial||Clayton, MO||Jun 2010 - Current||7|
|Wells Fargo Advisors, LLC||Clayton, MO||Jan 2009 - Jun 2010||1|
|University Of Missouri-columbia||Columbia, MO||Aug 2005 - Dec 2008||3|
|Wachovia Securities||Clayton, MO||May 2008 - Aug 2008||< 1|
|Bauers, Hawkins, Ohlms & Com.||St. Charles, MO||May 2007 - Aug 2007||< 1|
|Unemployed||St. Charles, MO||May 2006 - May 2007||1|
|Bauers, Hawkins, Ohlms & Com.||St. Charles, MO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2011|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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