CG

Cheryl Lynn Germany-Higgins

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
154 advisors
Number of Clients
11,941 clients
Average Client Portfolio
$364K average
Assets Under Management
$4.3B

Fee Structure

LSIA charges an annual fee based on assets under management. The fee schedule varies depending on the program (LAMP or Managed Programs). Fees are charged monthly in advance, based on the previous month-end balance. Fees are negotiable and may vary depending on the services rendered and the client relationship. LSIA also negotiates flat fee compensation structures. Clients pay separately for brokerage charges, custody expenses, and other fees.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

3304 South Broadway, Suite 101, Tyler, TX, 75701

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Settled
Customer Dispute
February 2008
Denied
Other Business ActivitiesSells Insurance

Cheryl is involved with Fixed Insurance and LaSalle St. Investment Advisors, LLC. She also volunteers at Cornerstone Free Medical Clinic, providing free medical care one Saturday per month without compensation.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
August 2008 - Present · 17 yrs 5 mos
Lasalle St Securities, L.L.C.Broker
August 2008 - Present · 17 yrs 5 mos
Previous Registrations
Chase Investment Services CORP.
July 2005 - August 2008 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
July 2005 - August 2008 · 3 yrs 1 mo
Banc One Securities Corporation
March 2005 - July 2005 · 4 mos
Banc One Securities CorporationBroker
May 1998 - July 2005 · 7 yrs 2 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cheryl Lynn Germany-higgins - Financial Advisor | AdvisorDiscover