Debra Seeley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, 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
12822 SE 32nd St 2nd Flr, Ofc 221, Bellevue, WA, 98005
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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.
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Debra is involved with Seeley & Associates, LLC, providing tax preparation, accounting, and CPA services since 2003, dedicating nearly full-time hours to this. She also uses Seeley & Associates, LLC as a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
National Asset Management, INC.
National Asset Management, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
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.