Martha Nelson is a registered investment advisor at LPL Financial LLC, based in Brazoria, TX, with 30 years of industry experience. Martha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
308 N Brooks St, Brazoria, TX, 77422
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2025Other Business Activities
Martha is the President of the Sweeny Rotary Club, a non-profit organization, since June 2025. This activity requires minimal time each month, with slightly more time during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Compass Brokerage, INC.Broker
State Registrations4 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.