Lpl Financial LLC
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About this Advisor
Marcus Hennen is a certified financial planner whose office is in San Diego, California. Currently a registered financial advisor with Lpl Financial LLC, they have accumulated 20 years of work experience. Hennen holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Hennen can work with investors in California. During their career, Hennen has held roles at Lpl Financial LLC and Sharmarc Financial Advisors, Inc. Lpl Financial LLC is headquartered in San Diego, California, and has 8,011 other locations in the nation. Overall, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can offer 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 may charge clients 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
Marcus Hennen Work History
Marcus has 20 years of experience.
Sharmarc Financial Advisors, Inc
Lpl Financial LLC
Marcus Hennen has no disclosures.
Please visit their SEC profile for more details.