Melissa Levin
Melissa Levin is a registered investment advisor at LPL Financial LLC, based in Orange, CA, with 27 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
2520 N Santiago Blvd Ste A, Orange, CA, 92867
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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
Melissa has several business activities, including owning All Travel and Cruise Center (for personal travel), supplement sales, and involvement with a referral networking organization. She also dedicates a significant amount of time to various insurance-related businesses, including Romero & Levin Wealth Management, Romero & Levin Insurance Services, Melissa Levin Insurance, and affiliations with BGA Insurance Group, One America, and National Life Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
State Registrations20 states
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