Shelley Moncrief is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lafayette, LA, with 38 years of industry experience. Shelley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3909 Ambassador Caffrey Pkwy, Suite G-1, Lafayette, LA, 70503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shelley has several investment-related business activities, including Shelley Harris Moncrief, LLC (a tax/investment entity), real estate rental, and DBAs for her LPL business. These activities require minimal time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sharebuilder 401k
Capital One Sharebuilder, INC.Broker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Hibernia Investments, L.L.C.
Capital One Investments, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 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.
Exams
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