Misty Doucet
Misty Doucet is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 15 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
28411 Northwestern Hwy #1200, Southfield, MI, 48034
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2012Judgment / Lien
December 2008Criminal
November 2008Other Business Activities
Misty operates under two DBAs for her LPL business: Center for Wealth Planning and America Group Retirement Strategy Centers. She also works as a bakery/deli clerk at Holiday Market, dedicating about 10-20% of her time to this non-investment related role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
Princor Financial Services CorporationBroker
Questar Capital CorporationBroker
Abn Amro Financial Services, INC.Broker
A I M Distributors, INC.Broker
Cigna Financial Advisors,inc.Broker
A I M Distributors, INC.Broker
State Registrations2 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.