Cody
Lamarque
Lpl Financial LLC
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About this Advisor
Cody Lamarque is a financial advisor operating out of Fort Mill, South Carolina who has 1 year of relevant experience. Lamarque is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at Rhi, Wells Fargo Clearing Services LLC, Enterprise Rent-A-Car, Lyft, Uber, Southeastern Louisiana Unversity, Hobby Lobby, Whole Foods Grocery, Lakeview Grocery, Delgado Community College, Twin Peaks, Mooyah, Bobby Hebert'S Cajun Cannon, Mod Pizza, Issaquah High School and Lpl Financial LLC. Lamarque has a Series 63 license, designating them as a securities broker, and is approved to advise clients in South Carolina. Lpl Financial LLC is a firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It handles $368 billion in assets under management between its 1,688,501 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a number 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 management typically are based on which services the firm provides the client. Fees charged by Lpl Financial LLC can include 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
Cody Lamarque Work History
Cody has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Rhi
Wells Fargo Clearing Services LLC
Enterprise Rent-A-Car
Lyft
Uber
Hobby Lobby
Southeastern Louisiana Unversity
Whole Foods Grocery
Lakeview Grocery
Delgado Community College
Twin Peaks
Mooyah
Bobby Hebert'S Cajun Cannon
Mod Pizza
Issaquah High School
*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 Cody Lamarque 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
Lawrenceburg, IN
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
