Felix Mcelroy is a registered investment advisor at LPL Financial LLC, based in Houma, LA, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Houma, LA
Get directionsHistory
Regulatory History (3)
Financial
February 2017Financial
January 2017Customer Dispute
November 2011Other Business Activities
Felix operates under a DBA for his LPL business. This activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Advantage Capital CorporationBroker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Wzw Financial Services, INC.Broker
American Capital Financial Services, INC.Broker
American Diversified Distributors CORP.Broker
American General Capital Planning, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.