Marvin Degraaff (CRD# 2591050) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 29 years of experience in the finance industry. Marvin Degraaff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bellingham, WA | Jul 2021 - Current | 2 |
| The Bellingham Team LLC | Bellingham, WA | Aug 2018 - Jul 2021 | 2 |
| Various Insurance Carriers For W & R Insuranc Agencies | Nooksack, WA | Oct 1998 - Jul 2021 | 22 |
| Waddell & Reed, Inc. | Bellingham, WA | Oct 1998 - Jul 2021 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- ID
- MT
- TX
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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