Shelley
Magnani

Lpl Financial LLC

CRD#2132078
Investment Advisor
in Ames, IA

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About this Advisor

Shelley Magnani is a certified financial planner who works out of Ames, Iowa. Currently a registered financial advisor with Lpl Financial LLC, they have accrued 15 years of practice in the financial advisory industry. Magnani maintains a Series 63 license, certifying the advisor as a securities agent. Magnani is able to act as a financial advisor in Iowa. Magnani has spent their whole career at Lpl Financial LLC. Lpl Financial LLC is based out of Ames, Iowa, and operates out of 9,519 other locations in the country. Overall, Lpl Financial LLC manages $159 billion in assets dispersed across 786,525 client accounts and retains more than 22,790 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 774,496 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 27% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

414 S. 17Th Street #102
Ames, IA 50010

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Shelley Magnani Work History

Shelley has 16 years of experience.

2004 - Present (16 years)

Lpl Financial LLC

Disclosures

Shelley Magnani has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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