Marcus
Bennett

Lpl Financial LLC

CRD#6645259
Investment Advisor
in Atlanta, GA
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About this Advisor

Marcus Bennett is a financial advisor who works out of Atlanta, Georgia, with 12 years in the industry. Bennett works at Lpl Financial LLC. Over the course of their career, they have held roles at Self Employed (Dba Consulpro), Bennett Christian Inc, Georgia Realty Results, Self Employed (Consultant), Lpl and Edward Jones. Bennett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia and Louisiana. Lpl Financial LLC is a firm that has its headquarters in Atlanta, Georgia. It has offices in 8,011 locations and a total of 22,703 financial advisors. It has $153 billion in assets among its 680,466 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a broad range 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1954 Airport Rd Ste 128
Atlanta, GA 30341

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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
  • Other

Marcus Bennett Work History

Marcus has 12 years of experience.

2018 - Present (1 years)

Lpl

2017 - Present (2 years)

Georgia Realty Results

2016 - 2017 (1 years)

Self Employed (Consultant)

2016 - 2016 (0 years)

Edward Jones

2014 - 2016 (2 years)

Self Employed (Dba Consulpro)

2006 - 2014 (8 years)

Bennett Christian Inc

Disclosures

Marcus Bennett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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