Marilyn Seagraves, financial advisor Oak Brook IL

Marilyn Seagraves

CRD Number: 704720
Current Firm: Lpl Financial LLC

Marilyn Seagraves (CRD# 704720) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Brook, IL and has over 44 years of experience in the finance industry. Marilyn Seagraves 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Savage, MN Jul 2021 - Current 2
Cms Office Management, LLC Glen Ellyn, IL Oct 2019 - Jul 2021 1
Seagraves Financial Group, LLC Lombard, IL Apr 2013 - Jul 2021 8
Self-employed Farmer Perry, OK Jun 1994 - Jul 2021 27
Waddell & Reed, Inc. Oak Brook, IL Jan 1986 - Jul 2021 35
Various Insurance Carriers For W & R Insurance Agencies Lombard, IL Aug 1979 - Jul 2021 41
Helen Plum Library Foundation Lombard, IL Sep 2016 - Aug 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1980
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Marilyn K. Seagraves
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MD
  • MI
  • MN
  • MO
  • NC
  • OH
  • PA
  • TX
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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