Cheryl FonsecaCRD Number: 1927815
Current Firm: Lpl Financial LLC
Cheryl Fonseca (CRD# 1927815) is an Investment Advisor Representative working at Lpl Financial LLC in Somerset, MA and has over 27 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
Oppenheimer & Company Inc.
|Lpl Financial Llc (formerly: Linsco/private Ledger Corp.)||Somerset, MA||Dec 1989 - Current||27|
|Rene A. Lepage Financial Services||Swansea, MA||Aug 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
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