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Frank Messenger

LPL Financial LLC
27 Years of Experience
San Diego, CA
1 DisclosureBroker
View SEC Summary
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Frank Messenger is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 27 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2305 Historic Decatur Rd, #100, San Diego, CA, 92106

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Frank works as a CPA/bookkeeper/tax preparer for Messenger Wealth Management for accounting purposes. He also owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
October 2008 - Present · 18 yrs
LPL Financial LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
Edward Jones
February 2007 - October 2008 · 1 yr 8 mos
Edward JonesBroker
February 1999 - October 2008 · 9 yrs 8 mos
State Registrations18 states
AZCACOCTGAHIIDMAMIMONMNVOHTNTXVAWAWI
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.
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