Andrew MarionCRD Number: 2972197
Current Firm: Lpl Financial LLC
Andrew Marion (CRD# 2972197) is an Investment Advisor Representative working at Lpl Financial LLC in Kirkwood, MO and has over 20 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Lpl Financial LLC||Salem, NH||Jul 2007 - Current||10|
|Northeast Planning Associates, Inc.||Salem, NH||Nov 2003 - Current||14|
|Nelson & Marion Cpas L.L.P||Salem, NH||Jan 1994 - Jun 2012||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
- Regulatory Event
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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