Michelle Bailey is a registered investment advisor at LPL Financial LLC, based in Cleveland, MS, 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
3513 Highway 8, Cleveland, MS, 38732
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle operates under the DBA BBP Financial for her LPL business, dedicating about a quarter of her time. She also works full-time at Jackson, Braswell, Mullins & Bailey, PA doing tax preparation, accounting, and CPA work, and is involved with Jackson, Braswell & Mullins LLC in real estate rental.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations3 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.