Cassandra Painter, financial advisor Saint Louis MO
93 score

Cassandra Painter

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Clayton, MO Jun 2010 - Current 6
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
Contact Info for Cassandra N. Painter
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MO
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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