Marcus Sasaki, financial advisor Lemoore CA

Marcus Sasaki

CRD Number: 6638996
Current Firm: Lpl Financial LLC

Marcus Sasaki (CRD# 6638996) is an Investment Advisor Representative working at Lpl Financial LLC in Lemoore, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Lemoore, CA Apr 2016 - Current 5
R.w.m. Financial Group Lemoore, CA Apr 2016 - Jul 2016 < 1
Enterprise Rent A Car Sacramento, CA Jul 2002 - Apr 2016 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Marcus H. Sasaki
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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, WY

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