Sherry
Gow
Lpl Financial LLC
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About this Advisor
Sherry Gow is a financial advisor who works out of Tacoma, Washington with a total of 2 years of relevant experience. Gow is currently employed by Lpl Financial LLC. Over the course of their career, Gow has held roles at Waddell & Reed, Inc, Various Insurance Carriers, Festival Of Trees Mary Bridge Children'S Foundation, 1102 Broadway 300 LLC, Osprey Financial Partners LLC and Lpl Financial LLC. Gow holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Colorado, Florida, Illinois, North Carolina, Virginia and Washington. Lpl Financial LLC is an advisory company headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets under management among its 1,688,501 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a broad array 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 advisory fee schedules typically are based on which services the firm provides the client. Fees charged by Lpl Financial LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Sherry Gow Work History
Sherry has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Osprey Financial Partners LLC
1102 Broadway 300 LLC
Festival Of Trees Mary Bridge Children'S Foundation
Waddell & Reed, Inc
Various Insurance Carriers
*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 Sherry Gow 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
Fort Mill, SC
Lawrenceburg, IN
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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