Cheryl Duda
Financial advisor at LPL Financial
Cheryl Duda is a fiduciary financial advisor in Vernon Hills, Illinois, with 11 years in the industry. After three years at Merrill and two years at Morningside Asset Management, Cheryl joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. Cheryl holds the CFA designation.
One of 41 advisors with offices in Vernon Hills, and one of 38 fiduciaries.
At a glance
Services through LPL Financial
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowLPL Financial LLCCurrent firm
- 2023 – 2026MerrillPreviously
- Mar 2021 – Dec 2022Morningside Asset ManagementPreviously
- 2015 – 2020Morningside Asset ManagementPreviously
Questions to ask Cheryl
Tailored to Cheryl’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Cheryl
How do I contact Cheryl?
Call LPL Financial at (704) 733-3300 and ask for Cheryl Duda. Cheryl works from the Vernon Hills, IL office.
How long has Cheryl been a financial advisor?
Cheryl has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Cheryl hold?
Series 66. Tap any license on this page to see what it allows.
Is Cheryl a fiduciary?
Cheryl is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cheryl paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cheryl for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.