Merrill Shemaria
Merrill Shemaria is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 48 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
Atlanta, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business Activities
Merrill is the manager of an LLC that owns raw land in Forsyth County, GA, purchased in 1987. This requires minimal time and is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Lehman Brothers INC.Broker
Steven J Zier & CO., IncorporatedBroker
State Registrations7 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.