Mary Chorbagian
Mary Chorbagian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Villa Park, CA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
17859 Santiago Blvd Suite B, Villa Park, CA, 92861
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary receives trails from non-variable insurance products. She is also the owner of Chorgagain Associates, a tax preparation/accounting firm, since 1976, dedicating nearly full-time hours to it. Additionally, she operates under the DBA Chorgagian Associates for her LPL business, spending about a quarter of her time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
National Planning CorporationBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
American Pacific Securities CorporationBroker
State Registrations17 states
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