Christopher
Mcsherry

Lpl Financial LLC

CRD#4416485
Investment Advisor
in Rapid City, SD

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About this Advisor

Christopher Mcsherry is a financial advisor based in Rapid City, South Dakota, working with Lpl Financial LLC. Christopher has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Mcsherry, LLC, Chris Mcsherry-Notary, Lpl Financial, LLC, and Dakotas United Methodist Federal Credit Union. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Delaware, North Dakota, South Dakota, Texas, and Wyoming. Currently, Christopher is part of Lpl Financial LLC, which operates out of Rapid City, South Dakota. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

1301 W Omaha St Ste 202
Rapid City, SD 57701

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

SD Average: 13
Total Number of Accounts

1,910,545

SD Average: 661
Average Account Size

$242,588

SD 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

Christopher Mcsherry Work History

2021 - Present (3 years)

Lpl Financial, LLC

2015 - Present (9 years)

Mcsherry, LLC

2013 - Present (11 years)

Chris Mcsherry-Notary

2009 - 2014 (5 years)

Dakotas United Methodist Federal Credit Union

2002 - 2021 (19 years)

Various Insurance Carriers For W & R Insurance Agencies

2001 - 2021 (20 years)

Waddell & Reed, Inc

Disclosures

Please visit the SEC profile of Christopher Mcsherry 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
Kedishia Grant
Fort Mill, SC
David Wiley
La Jolla, CA
Dominic Poshedley
Strongsville, OH
Meghan Clancy
Hollywood, FL
Ignacio Guzman
Santa Ana, CA
Alexander Brown
San Diego, CA
Tyler Zavala
Peoria, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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