Elisia Pearson is a registered investment advisor at LPL Financial LLC, based in Houston, TX, 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
3120 Southwest Fwy Ste 500, Houston, TX, 77098
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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.
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Elisia provides investment advisory services through Sovereign Wealth Advisors, LLC, dedicating about a quarter of her time. She also uses Sovereign Wealth Advisors LLC as a DBA for her LPL business, but spends no time on this aspect.
Employment History
Current Registrations
LPL Financial LLC
Sovereign Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLC
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations5 states
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