Stacey Ireland
Stacey Ireland is a registered investment advisor at LPL Enterprise, LLC, based in Danville, IL, with 21 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Danville, IL
Get directionsHistory
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
Stacey sells property and casualty insurance and manages insurance operations for Ireland Insurance & Accounting Group, and prepares taxes during tax season for the same group. She also works part-time for Ascend Learning as an educator on topics like insurance, and Ireland Financial Partners is a DBA for her LPL business.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Private Client Services, LLCBroker
Rfg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.