Teresa McAlpine, financial advisor Sheboygan WI

Teresa McAlpine

CRD Number: 6124665
Current Firm: Lpl Financial LLC

Teresa McAlpine (CRD# 6124665) is an Investment Advisor Representative working at Lpl Financial LLC in Sheboygan, WI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Sheboygan, WI Feb 2018 - Current 6
Invest Financial Corporation Sheboygan, WI Feb 2013 - Feb 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Teresa K. McAlpine
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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