Annette Conley
Annette Conley is a registered investment advisor at LPL Financial LLC, based in Roseville, MN, with 41 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
3065 Centre Pointe Dr Ste 2, Roseville, MN, 55113-1118
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1999Customer Dispute
December 1998Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
RBC Dain Rauscher INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Hayne, Miller Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.