Mary Chorbagian, financial advisor Villa Park CA

Mary Chorbagian

CRD Number: 1053610
Current Firm: Lpl Financial LLC

Mary Chorbagian (CRD# 1053610) is an Investment Advisor Representative working at Lpl Financial LLC in Villa Park, CA and has over 18 years of experience in the finance industry. Mary Chorbagian 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 Villa Park, CA Nov 2017 - Current 6
Self Employed Anaheim, CA Jan 1976 - Current 48
National Planning Corporation El Segundo, CA Jul 2016 - Nov 2017 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Jul 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
Contact Info for Mary J. Chorbagian
Phone Number: 704-733-3300
Registered State(s):
  • CA
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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