Megan Hamand is a registered investment advisor at LPL Financial LLC, based in Valparaiso, IN, with 15 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
14 Indiana Avenue, Valparaiso, IN, 46383
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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.
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Megan operates under the DBA 1st Source Asset Advisors for her LPL business since 2015. She also works as an author, dedicating about 10-20% of her time to one writing project and about a quarter of her time to another writing project, Meg's Writing Co.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Key Investment Services LLCBroker
State Registrations17 states
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