Lpl Financial LLC
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About this Advisor
Shelley Magnani is a certified financial planner who works out of Ames, Iowa, with a total of 14 years of experience as a financial advisor. Magnani is an employee of Lpl Financial LLC. They have spent their whole employment at Lpl Financial Llc. Magnani has a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Iowa. Lpl Financial LLC is a financial advisory business that has its headquarters in Ames, Iowa. The company has offices in 8,011 locations and a total of 22,703 people on staff. It oversees $153 billion in assets between its 680,466 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 899 charities and foundations. Of its 680,466 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. The company has a number of services, including 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. A financial advisor's fees usually vary depending on the type of services. Fee types billed by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Shelley Magnani Work History
Shelley has 14 years of experience.
Lpl Financial LLC
Shelley Magnani has no disclosures.
Please visit their SEC profile for more details.