Michelle Irby
Michelle Irby is a registered investment advisor at LPL Financial LLC, based in Saint Albans, MO, 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
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
3451 St Albans Road Suite C, Saint Albans, MO, 63073
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle is an insurance agent selling life insurance, LTC, and term policies, dedicating minimal time to this activity. She is also the President of O'Neals Tax & Financial Services Inc, spending about half her time on tax preparation and accounting, and operates her LPL business under the DBA Resource One Advisors, spending a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
Conservative Financial Services, INC.Broker
State Registrations6 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.