Nancy Mcelroy is a registered investment advisor at LPL Financial LLC, based in Liberty, MO, with 34 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
1512 N Church Rd., Ste A, Liberty, MO, 64068
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Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
May 2004Other Business Activities
Nancy is involved with Gasconade Ridge Farms LLC for tax/investment purposes since 2020. She also operates Acacia Wealth Management as a DBA for her LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
NationssecuritiesBroker
Boatmen's Investment Services, INC.Broker
Ffp Securities, INC.Broker
State Registrations18 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.