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Selena Richardson

28 Years of Experience
Brandon, MS
Broker

Selena Richardson is a registered investment advisor at LPL Financial LLC, based in Brandon, MS, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Brandon, MS

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 4 mos
LPL Financial LLC
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
June 2017 - May 2022 · 4 yrs 11 mos
CUNA Brokerage Services, INC.
June 2017 - May 2022 · 4 yrs 11 mos
Kestra Advisory Services, LLC
May 2016 - June 2017 · 1 yr 1 mo
Kestra Investment Services, LLCBroker
May 2016 - June 2017 · 1 yr 1 mo
MML Investors Services, LLCBroker
April 2000 - February 2016 · 15 yrs 10 mos
MML Investors Services, INC.Broker
August 1997 - December 1999 · 2 yrs 4 mos
New England SecuritiesBroker
May 1995 - August 1995 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.