Maranda Lee is a registered investment advisor at LPL Financial LLC, based in Alma, GA, with 25 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
501 W. 12th Street, Alma, GA, 31510
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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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Maranda has several outside business activities, including DBA South Financial Products, Inc. since 2011, bank duties at Alma Exchange Bank & Trust since 2011, DBA for LPL business at Pineland Investment Services, Inc. since 2021 (about a quarter of her time), and Retirement Benefits Director at Pineland Bank since 2001 (about a quarter of her time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
State Registrations2 states
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