Marshall Weinberg is a registered investment advisor at LPL Financial LLC, based in Massillon, OH, with 23 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
160 Lincoln Way E, Massillon, OH, 44646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marshall consults his brother on business matters for Mr. Tint of America, LLC, a family business. He also manages several entities related to his investment and LPL business, including Marshall Weinberg Group LLC, Weinberg Financial Services, and Nunley Weinberg Investment Group, dedicating about half of his time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations25 states
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