Lloyd CherryCRD Number: 1055493
Current Firm: Wells Fargo Advisors, LLC
Lloyd Cherry (CRD# 1055493) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tacoma, WA and has over 35 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Northwest Capital Management Inc.
|Wells Fargo Advisors LLC||Tacoma, WA||Mar 2010 - Current||7|
|Morgan Stanley Smith Barney||Federal Way, WA||Jun 2009 - Mar 2010||< 1|
|Citigroup Global Markets Inc.||Federal Way, WA||Jul 1993 - Mar 2010||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1982|
|S65||NASAA Investment Advisors Law Examination||Sep 1992|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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