Renee Servis is a registered investment advisor at LPL Financial LLC, based in Terre Haute, IN, 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
Terre Haute, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Renee operates First Neighbor Investments as a DBA for her LPL business and dedicates 100% of her time to it. She also assists with wedding/event photography at Servis Photographics and works as a CPA at First Neighbor Tax & Accounting, dedicating about 10-20% of her time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations6 states
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