Margaret Messerli-Trottier
Margaret Messerli-Trottier is a registered investment advisor at LPL Financial LLC, based in Sioux Falls, SD, with 21 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
5028 S Marion Rd, Sioux Falls, SD, 57106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Margaret operates under the DBA Black Hills Investment Services for her LPL business. This activity is investment-related and takes nearly a full-time commitment, with 33 hours spent during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations40 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.