Crystal Ann Nesbit
Investment adviser representative at LPL Financial LLC
16 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Crystal Ann Nesbit? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial, LLCDec 2021 to now
- UnemployedMar 2021 to Dec 2021
- Avantax Advisory ServicesOct 2019 to Mar 2021
- Avantax Investment Services, Inc.Oct 2019 to Mar 2021
- 1st Global AdvisorsJul 2010 to Oct 2019
- 1st Global Capital CorporationJul 2010 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 3 states (GA, SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3227345
- Firm CRD
- 6413