Cheryl Lovett Zudell
Investment adviser representative at LPL Financial LLC
22 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCMay 2024 to now
- Lincoln Financial Securities CorporationNov 2020 to May 2024
- First Command Advisory ServicesDec 2015 to Nov 2020
- First Command Financial Services, Inc.Mar 2004 to Nov 2020
- First Command Financial Planning, IncJan 2004 to Nov 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4765400
- Firm CRD
- 6413