Peter Marsh, financial advisor Macomb MI

Peter Marsh

CRD Number: 1293362
Current Firm: Lpl Financial LLC
Compensation Model: Both

 

I have recently joined LPL Financial, the nation’s largest Independent Broker Dealer*, which allows me to offer nonproprietary investment products, giving me the freedom to choose the most suitable investment strategies for you, free from conflict of interest.

 

My practice is part of the America Group Retirement Strategy Centers, one of LPL’s "Top" large enterprises comprised of more than 80 LPL advisors. I always have access to the support and knowledge of these affiliated professionals. These resources, combined my 32 years of experience in the financial industry, allow me to provide the competence, dependability and service you expect from your advisor.

 

LPL Financial, LLC - America Group Retirement Strategy Centers

20381 Hall Rd

Macomb, MI.  48044

(Behind the buidling that is behind the Aspen Restaurant)

Office 586-229-2169

Mobile 586-713-5392

CONTACT
Similar Advisors
Nicholas Goode, financial advisor Macomb MI
Nicholas T. Goode
CRD# 4661126
Lpl Financial LLC
Similar Advisors
Kenneth Bernard, financial advisor Macomb MI
Kenneth M. Bernard
CRD# 4713729
Bernard Wealth Management Corp.
Similar Advisors
Rebecca Abel, financial advisor Macomb MI
Rebecca R. Abel
CRD# 4216990
Strategic Blueprint, LLC
Company Name Location Dates Years
Lpl Financial, LLC Macomb, MI May 2016 - Current 7
The Huntington Investment Company Clinton Township, MI Dec 1992 - Apr 2016 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Dec 2008
Disclosure Information

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
Contact Info for Peter G. Marsh
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • PA
  • 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
The map below shows states where this firm has explicit registration only.

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

Ready to hire a financial advisor? Get competitive proposals from Peter Marsh and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.