Monessa Duran
Monessa Duran is a registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 15 years of industry experience. Monessa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
10050 Cooors Bypass, Nw, Albuquerque, NM, 87114
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business Activities
Monessa is affiliated with BMO Investment Services as a DBA for LPL business and with BMO Bank NA as a financial institution advisor. These investment-related duties take nearly all of Monessa's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 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.
Exams
More Advisors
- Donnie BellLPL Financial LLC
- Bryan SarracinoLPL Financial LLC
- Aaron StanleyLPL Financial LLC
- William Dial, ChFCLPL Financial LLC
- Julianna ChanceLPL Financial LLC
- Paul BruleLPL Financial LLC