Melissa Titus is a registered investment advisor at LPL Financial LLC, based in Binghamton, NY, with 12 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
1 Kattelville Road, Binghamton, NY, 13901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is a landlord for multiple real estate rental properties and a notary public. She also spends a significant amount of time, including full-time hours, on DBA's for her LPL business and Visions Analysis LLC for salary purposes, along with minimal time as a business owner for Pomifera.
Employment History
Current Registrations
LPL Financial LLC
Visions Analysis LLC
Visions Analysis LLCBroker
LPL Financial LLCBroker
State Registrations8 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.