Marc Sanborn, financial advisor Elizabethtown KY
93 score

Marc Sanborn

CRD Number: 5627464
Current Firm: Lpl Financial LLC

Marc Sanborn (CRD# 5627464) is an Investment Advisor Representative working at Lpl Financial LLC in Elizabethtown, KY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Elizabethtown, KY Jan 2009 - Current 7
Tim Davis & Associates, Inc. Elizabethtown, KY Sep 2003 - Dec 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Marc E. Sanborn
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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