Debra Nelson
Debra Nelson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mt. Pleasant, SC, with 43 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
Mt. Pleasant, SC
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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 ActivitiesSells Insurance
Debra sells non-variable insurance products, including term and permanent life insurance and long-term care insurance. She also provides tax preparation assistance, operates Charleston Financial Planning Consultants as a DBA for her LPL business, and is a business owner and life coach for DNPlans.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Cambridge Legacy Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Royal Alliance Associates, INC.Broker
Nylife Securities INC.Broker
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.