Whitney Massey is a registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 13 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
4100 Newport Place Dr. Ste 530, Newport Beach, CA, 92660
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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 Activities
Whitney is involved in several investment-related activities, including DBAs for LPL business and registered investment advisor DBAs under Integrated Wealth Concepts. Whitney also has a business entity for tax/investment purposes only and provides administrative support to Integrated Wealth Concepts, spending nearly full-time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Level Four Advisory Services
Signator Investors, INC.Broker
State Registrations2 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.