Martha Nelson is a registered investment advisor at LPL Financial LLC, based in Brazoria, TX, with 29 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
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 Registrations3 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.