Melanie Anderson
Melanie Anderson is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Evanston, IL, with 36 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
1223 Hull Terrace #2G, Evanston, IL, 60202
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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 ActivitiesSells Insurance
Melanie is co-owner of Melanie Anderson Properties LLC (Darrow) and sole owner of Fabulous Benefits, Inc., primarily for tax/investment purposes. She also sells individual and group health, individual life/disability insurance, and owns other real estate and a podcast audio production company, dedicating about 10-20% of her time to the podcast.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations24 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.