Megan Penn is a registered investment advisor at LPL Financial LLC, based in Stevensville, MD, with 9 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
165 Log Canoe Cir Ste A, Stevensville, MD, 21666
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan operates Chesapeake Investment Planning as a DBA for her LPL business, dedicating full-time hours to it. She also works at Red Eye's Dock Bar, spending about 10-20% of her time there.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
LPL Financial LLC
LPL Financial LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
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.