Paul Massey is a registered investment advisor at LPL Financial LLC, based in Plano, TX, 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
7500 Dallas Parkway Ste 485, Plano, TX, 75024
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is associated with several entities, including Paul Massey & Associates, INC (for tax/investment purposes) and The Noble Group (DBA for LPL business, taking nearly full-time). He also runs Paul Massey LLC as an insurance agency and sells non-variable insurance, dedicating minimal time to each, and works as a notary.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Independent Advisers Group CORP
Paul Massey & Associates, INC.
Manley Prolink Financial Advisors, INC.
Jefferson Pilot Securities CorporationBroker
Legacy Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Sunset Financial Services, INC.Broker
Conseco Financial Services, INC.Broker
Conseco Equity Sales, INC.Broker
State Registrations14 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.