Melissa Shanhouse is a registered investment advisor at LPL Financial LLC, based in Longview, TX, 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
2609 Gilmer Rd, Longview, TX, 75604
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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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Melissa operates AB Financial Services as a DBA for her LPL business. She also owns Moelle LLC and Brittle Rose, both business entities for tax/investment purposes only and not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
Edward Jones
Edward JonesBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Wachovia Securities Financial Network, LLCBroker
H.D. Vest Investment ServicesBroker
State Registrations5 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.