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Crystal Nesbit

23 Years of Experience
Decatur, GA
Broker

Crystal Nesbit is a registered investment advisor at LPL Financial LLC, based in Decatur, GA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Decatur, GA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Avantax Advisory Services
October 2019 - March 2021 · 1 yr 5 mos
Avantax Investment Services, INC.Broker
October 2019 - March 2021 · 1 yr 5 mos
1st Global Advisors INC
July 2010 - October 2019 · 9 yrs 3 mos
1st Global Capital CORP.Broker
July 2010 - October 2019 · 9 yrs 3 mos
Ameriprise Financial Services, INC.Broker
December 2004 - April 2009 · 4 yrs 4 mos
Ids Life Insurance CompanyBroker
December 2004 - July 2006 · 1 yr 7 mos
Ameriprise Financial Services, INC.
December 2004 - April 2009 · 4 yrs 4 mos
Great American Advisors, INC.Broker
October 2004 - December 2004 · 2 mos
E*trade Advisory Services, INC.
November 2001 - June 2003 · 1 yr 7 mos
E*trade Securities LLCBroker
November 1999 - October 2002 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Crystal Nesbit - Financial Advisor | TrueAdvisor