Susan Merrick
Susan Merrick is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, 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
28411 Northwestern Hwy #1200, Southfield, MI, 48034
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Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Susan sells non-variable insurance, including fixed annuities, health, and fixed life insurance, since 2003. She also operates under the DBA America Group Financial Services and America Group Retirement Strategy Center.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Veravest Investments, INC.Broker
State Registrations8 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.