Staci Jackson is a registered investment advisor at LPL Financial LLC, based in Memphis, TN, with 24 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
6465 N Quail Hollow Rd Ste 301, Memphis, TN, 38120
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Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Staci provides investment advisory services through Strategic Advisory Services, an independent investment advisor firm, since August 2022, dedicating full-time hours to this activity. She also operates under the DBA Strategic Wealth Management as an IAR, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
Strategic Advisory Services
LPL Financial LLCBroker
Previous Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
Independent Financial Partners
LPL Financial LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Signator Investors, INC.Broker
State Registrations16 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.