JG
JG

Janet Garner

29 Years of Experience
League City, TX
BrokerSells Insurance

Janet Garner is a registered investment advisor at LPL Financial LLC, based in League City, 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
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

League City, TX

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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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Other Business ActivitiesSells Insurance

Janet operates under the DBA Elite Retirement & Financial Solutions for her LPL business. She also engages in non-variable insurance and property & casualty insurance activities, dedicating minimal time (1%) to the latter.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
LPL Financial LLC
May 2022 - Present · 4 yrs
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - May 2022 · 5 yrs 2 mos
MML Investors Services, LLC
March 2017 - May 2022 · 5 yrs 2 mos
Msi Financial Services, INC.
September 2009 - March 2017 · 7 yrs 6 mos
Msi Financial Services, INC.Broker
August 1996 - March 2017 · 20 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 1996 - July 2007 · 10 yrs 11 mos
State Registrations3 states
LATNTX
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.