Melissa Murchison
Melissa Murchison is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 6 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
302 Bulifants Blvd Ste 201B, Williamsburg, VA, 23188
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa sells non-variable insurance, dedicating about 10-20% of her time to this activity. She also operates under the DBA VFM Strategic Partners for her LPL business full-time, teaches at the University of Richmond a few hours per week, and is a business owner of MDM Consulting Group LLC, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nylife Securities LLCBroker
MML Investors Services, INC.Broker
State Registrations1 state
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