Shelley Moncrief is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lafayette, LA, with 37 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
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 Registrations20 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.