Lpl Financial LLC
About this Advisor
Sandra Sutter is a financial advisor who works in Fort Mill, South Carolina, with a total of 10 years of experience as a financial advisor. Sutter works at Lpl Financial LLC. Over the course of their career, they have held roles at Pointe Atlantic, Inc, Alpine Securities Corporation, Mvp American Securities, Pstc and Lpl Financial. Sutter has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina and Texas. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, South Carolina. It has offices in 9,519 locations and a total of 23,035 people on staff. It oversees $208 billion in assets between its 892,326 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 customer accounts, 28% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business performs a diverse range of services, including 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. A financial advisor's fees vary depending on which services the firm provides the client. Fee types charged by Lpl Financial LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Sandra Sutter Work History
Sandra has 10 years of experience.
Alpine Securities Corporation
Pointe Atlantic, Inc
Mvp American Securities
Sandra Sutter has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Myers, FL
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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