Strawn Markle (CRD# 2630855) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Canonsburg, PA and has over 28 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lji Wealth Management, LLC | Indianapolis, IN | Sep 2017 - Current | 6 |
| Its Asset Management, LP | Washington, PA | Aug 2009 - Sep 2017 | 8 |
| Its Asset Management, LP | Washington, PA | Dec 2001 - Sep 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management853MILLIONS
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Total Number of Accounts3,356ACCOUNTS
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Average Account Value$254,236
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MI, MO, NC, OH, PA, SC, TN, TX, VA
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