Vicki Marshall is a registered investment advisor at LPL Financial LLC, based in Hudson, OH, with 43 years of industry experience. Vicki is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1737 Georgetown Rd, Suite C, Hudson, OH, 44236
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2013Customer Dispute
March 2009Other Business Activities
Vicki is associated with The Marshall Flynn Financial Group as a DBA for her LPL business since January 2021. This activity is investment-related and takes up nearly all of Vicki's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
The Ohio CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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