Melissa Bass is a registered investment advisor at LPL Financial LLC, based in Winchester, TN, with 2 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
2459 Decherd Blvd, Winchester, TN, 37398
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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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Melissa operates her LPL business under the DBA Ascend Retirement & Investment Services. She also works as a Senior Financial Services Officer at Ascend FCU, dedicating nearly full-time hours to this role, and serves as a Notary, though she spends no time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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