Melissa
Corbeg
Lpl Financial LLC
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About this Advisor
Melissa Corbeg is a financial advisor based in Waukesha, Wisconsin, with 2 years of relevant experience. Corbeg is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at Investors Advisory Group, Boneyard Sussex, Lpl Financial LLC, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Waddell & Reed, Eric Corbeg, Melissa Corbeg Notary Public, Slk Associates, LLC, Phs Boosterclub, Girl Scout Troop 10771, Volunteer Service Club Of Pewaukee and Emc Financial, LLC. Corbeg has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Lpl Financial LLC is a registered investment business operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in assets between its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. The business performs a wide assortment 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. Fees charged by financial advisors vary depending on the financial services provided. However, fee types billed by Lpl Financial LLC most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Melissa Corbeg Work History
Melissa has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Volunteer Service Club Of Pewaukee
Emc Financial, LLC
Phs Boosterclub
Waddell & Reed
Eric Corbeg
Various Insurance Carriers For W & R Insurance Agencies
Slk Associates, LLC
Girl Scout Troop 10771
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Boneyard Sussex
Lpl Financial LLC
Investors Advisory Group
Melissa Corbeg Notary Public
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Corbeg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Albany, OR
Chico, CA
Chico, CA
Renton, WA
Fresno, CA
Summit, NJ
Rahway, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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