Melissa Bower
Melissa Bower is a registered investment advisor at LPL Financial LLC, based in New Hartford, NY, 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
115 Genesee Street, New Hartford, NY, 13413
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Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Melissa sells life insurance products with various companies through FIS Marketing Group, dedicating about 10% of her time to this. She is also a financial representative partnering with First Source Federal Credit Union and co-owns a rental property.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Linsco/private Ledger CORP.Broker
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
Fis Securities, INC.Broker
State Registrations12 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.