Heather
Venrick

Lpl Financial LLC

CRD#4218551
Investment Advisor
in Bluffton, SC

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About this Advisor

Heather Venrick is a financial advisor who works in Bluffton, South Carolina with a total of 9 years of industry experience. Venrick is an advisor for Lpl Financial LLC. The advisor has gained experience at First Southeast Investor Services, Inc, Sorrento Pacific Financial, LLC, Lpl Financial and South Carolina Bank & Trust. Venrick maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina and Texas. Lpl Financial LLC is an advisory company operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in assets across its 1,688,501 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually depend on the type of financial services provided. However, fee types billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

9 Oak Forest Rd
Bluffton, SC 29910

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

SC Average: $646,059,043
Total Number of Employees

31,366

SC Average: 13
Total Number of Accounts

1,688,501

SC Average: 661
Average Account Size

$217,956

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Heather Venrick Work History

Heather has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Lpl Financial

2014 - Present (10 years)

South Carolina Bank & Trust

2011 - 2014 (3 years)

Sorrento Pacific Financial, LLC

2003 - 2014 (11 years)

First Southeast Investor Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Heather Venrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Hyun Song
Vienna, VA
Robert Notarfrancesco
Bridgeport, CT
Rebecca Chiccino
Charlestown, MA
Kevin Harvey
Chico, CA
Gregory Mason
Biloxi, MS
Keith Clark
Corpus Christi, TX
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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