Nancy Jackson is a registered investment advisor at LPL Financial LLC, based in Conway, AR, with 33 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
825 Parkway St., Conway, AR, 72034
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Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Nancy operates under the DBA Conway Wealth Management, Inc. at her LPL business location. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Simmons First Investment Group, INC.
Simmons First Investment Group, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
Regions Investment Company, INC.Broker
First Commercial Investments, INC.Broker
Mercantile Investment Services, INC.Broker
Security Investments of Conway INC.Broker
Worthen Investments, INC.Broker
State Registrations6 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.