Therese Misner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Corvallis, OR, 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
1980 NW 9th Street, Corvallis, OR, 97330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Therese is an artist selling art at shows and online since 2007, and also owns Therese Misner Contemporary Art since 2013. She also works full-time as Director of Investment Service/CU at Oregon State Credit Union and serves on the Board of Directors for The Arts Center, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Key Investment Services LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
PFS Investments 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.