Peter Marsh, financial advisor Macomb MI
90 score

Peter Marsh

CRD Number: 1293362
Current Firm: Lpl Financial LLC
Compensation Model: Both

 

I have recently joined LPL Financial, the nation’s largest Independent Broker Dealer*, which allows me to offer nonproprietary investment products, giving me the freedom to choose the most suitable investment strategies for you, free from conflict of interest.

 

My practice is part of the America Group Retirement Strategy Centers, one of LPL’s "Top" large enterprises comprised of more than 80 LPL advisors. I always have access to the support and knowledge of these affiliated professionals. These resources, combined my 32 years of experience in the financial industry, allow me to provide the competence, dependability and service you expect from your advisor.

 

LPL Financial, LLC - America Group Retirement Strategy Centers

20381 Hall Rd

Macomb, MI.  48044

(Behind the buidling that is behind the Aspen Restaurant)

Office 586-229-2169

Mobile 586-713-5392

CONTACT
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Professional Designations
Company Name Location Dates Years
LPL Financial - America Group Retirement Strategy Centers Macomb, MI May 2016 - Current < 1
Huntington Investment Co Clinton Twp , MI Nov 1992 - May 2016 23
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Aug 1984
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Peter G. Marsh
Phone Number: (586) 229-2169
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
90
Verified Page
Data verified by both the advisor and the public regulatory data.

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