Marco
Bohorquez
Lwm Advisory Services, LLC
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About this Advisor
Marco Bohorquez is a financial advisor who works out of Fort Lauderdale, Florida who has 7 years of relevant experience. Bohorquez is currently employed by Lwm Advisory Services, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Space Coast Credit Union, Bbtis, Lpl Financial LLC and Lwm Advisory Services, LLC. Bohorquez maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Florida. Lwm Advisory Services, LLC is a company based out of Fort Lauderdale, FL. It controls $597 million in assets under management between its 1,755 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 1,755 customer accounts, just 14% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on the type of financial services offered. Fee types billed by Lwm Advisory Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lwm Advisory Services, LLC Brokerage Details
$596,569,283
9
1,755
$339,926
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
Marco Bohorquez Work History
Marco has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Lwm Advisory Services, LLC
Bbtis
Lpl Financial, LLC
Space Coast Credit Union
*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 Marco Bohorquez 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 Lwm Advisory Services, LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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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