Neelam Krishnaney-Davison
Neelam Krishnaney-Davison is a registered investment advisor at LPL Financial LLC, based in Neenah, WI, with 26 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
1977 American Dr Ste 202, Neenah, WI, 54956
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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
Neelam operates her LPL business through Neelam Davison Investments, LLC, and is a notary. She also has outside employment with Dr. Rick Davison Associate LLC, teaches at the University of Wisconsin Fox Valley, and sells non-variable insurance products for Midland National Life and Allianz Life, dedicating about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Securities America, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations18 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.