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Angela Blanks

23 Years of Experience
Jackson, MS
Broker

Angela Blanks is a registered investment advisor at LPL Financial LLC, based in Jackson, MS, with 23 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

4785 Old Canton Rd, Ste 201, Jackson, MS, 39211

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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 Activities

Angela works as a notary public, dedicating minimal time to this activity. This is considered investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2014 - Present · 12 yrs 4 mos
LPL Financial LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Linsco/private Ledger CORP.Broker
November 2001 - July 2003 · 1 yr 8 mos
Fsc Securities CorporationBroker
November 1998 - September 2001 · 2 yrs 10 mos
Investment Management & Research, INCBroker
March 1997 - September 1997 · 6 mos
State Registrations1 state
MS
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.
Angela Blanks - Financial Advisor | TrueAdvisor