Michael
Marshall
Lpl Financial LLC
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About this Advisor
Michael Marshall is a financial advisor based out of Valparaiso, Indiana with a total of 5 years of industry experience. Marshall is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Oak Partners, Inc, Liberty Mutual Insurance, Maclennan & Bain Insurance, Golden Tech and Lpl Financial LLC. Marshall has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Indiana and Michigan. Lpl Financial LLC is a registered investment firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. Lpl Financial LLC offers a wide set 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. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types billed by Lpl Financial LLC most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Michael Marshall Work History
Michael has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Oak Partners, Inc
Liberty Mutual Insurance
Maclennan & Bain Insurance
Golden Tech
*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 Michael Marshall 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 Lpl Financial LLC
Fort Mill, SC
Aptos, CA
Corpus Christi, TX
Oldsmar, FL
Vienna, VA
Chico, CA
The Villages, FL
Waukesha, WI
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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