Alecia Agnew (CRD# 6703482) is an Investment Advisor Representative working at Lpl Financial LLC in Chesaning, MI and has over 6 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 1031068
Cwm, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Chesaning, MI | Jul 2021 - Current | 2 |
Mmb Associates | Chesaning, MI | Nov 2017 - Jul 2021 | 3 |
Martin Maier | Chesaning, MI | Nov 2017 - Jul 2021 | 3 |
Gregory Bruff | Chesaning, MI | Nov 2017 - Jul 2021 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Chesaning, MI | Aug 2017 - Jul 2021 | 3 |
Gerald Morse | Chesaning, MI | Aug 2017 - Jul 2021 | 3 |
Waddell & Reed, Inc. | Chesaning, MI | Feb 2017 - Jul 2021 | 4 |
Waddell And Reed, Inc. | Chesaning, MI | Sep 2016 - Feb 2017 | < 1 |
Laclair Sales Inc. | Chesaning, MI | Jan 1998 - Aug 2016 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- CA
- CO
- FL
- GA
- IN
- KS
- LA
- MI
- NC
- OH
- PA
- SC
- TX
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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