Melissa Jacobs is a registered investment advisor at LPL Financial LLC, based in Kansas City, MO, with 31 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
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa works as a guest services representative for the Kansas City Chiefs Football Club, checking tickets and helping fans a few hours per week. She also provides full-time administrative support to Mariner Independent Advisor Network, LLC, an independent investment advisor firm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations3 states
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