Ernesto Marchioni is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 42 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
7 W Square Lake Rd; Ste 143, Bloomfield Hills, MI, 48302
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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 →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Wunderlich Securities, INC.Broker
Ferris, Baker Watts IncorporatedBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Fahnestock & CO.Broker
State Registrations14 states
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