Craig
Marcum
Lpl Financial LLC
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About this Advisor
Craig Marcum is a financial advisor based in Kennewick, Washington, working with Lpl Financial LLC. Craig has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Tri-City Sports Officials Assoc Inc, Western States Officials Assoc, Tri-City Water Follies, Orchards Homeowners Association, Craig Marcum, LLC, Northwest Official'S Group, Pacific Northwest Officials Group, Bni Power Network, Johnston Marcum LLC, Richard Bartlett, Recc LLC, and Lpl Financial, LLC. Craig has passed the Series 66 regulatory exam and is registered to provide services in Alaska, California, Colorado, Florida, Georgia, Idaho, Louisiana, Maryland, Minnesota, Montana, New Mexico, Texas, Utah, Virginia, and Washington. Currently, Craig is part of Lpl Financial LLC, which operates out of Kennewick, Washington. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Craig Marcum Work History
Lpl Financial, LLC
Northwest Official'S Group
Pacific Northwest Officials Group
Tri-City Sports Officials Assoc Inc
Tri-City Water Follies
Richard Bartlett
Recc LLC
Bni Power Network
Johnston Marcum LLC
Craig Marcum, LLC
Western States Officials Assoc
Orchards Homeowners Association
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Disclosures
Please visit the SEC profile of Craig Marcum 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
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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