Lynn Marston (CRD# 5328417) is an Investment Advisor Representative working at Lpl Financial LLC in Murphy, NC and has over 6 years of experience in the finance industry.
CRD# 2355813
Raymond James Financial Services Advisors, Inc.
CRD# 2142628
Cetera Investment Advisers LLC
CRD# 1336378
Triad Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Murphy, NC | Feb 2018 - Current | 6 |
| United Community Banks, Inc. | Murphy, NC | Sep 2016 - Current | 7 |
| Invest Financial Corp. | Tampa, FL | Sep 2016 - Feb 2018 | 1 |
| Unemployed | Marble, NC | Apr 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- NC
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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
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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