TrueAdvisor
TrueAdvisor
MW
CFP
MW
CFP

Maria Wilson

LPL Financial LLC
42 Years of Experience
Naperville, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Maria Wilson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 42 years of industry experience. Maria 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

608 S. Washington St., Suite 304, Naperville, IL, 60540

Get directions

History

Regulatory History
Clean regulatory record

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

Maria is a board member for Naperville Noon Lions, a service club, since 1990 and provides non-variable insurance since 2012. She also dedicates nearly full-time hours to providing investment advisory services through Total Clarity Wealth Management, Inc.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2018 - Present · 8 yrs
Total Clarity Wealth Management, INC
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
February 1998 - October 2018 · 20 yrs 8 mos
Cetera Advisor Networks LLCBroker
August 1987 - October 2018 · 31 yrs 2 mos
Ogilvie & Taylor Securities CorporationBroker
August 1985 - August 1987 · 2 yrs
Elwyn, Willbert & Haig INC.Broker
December 1983 - August 1985 · 1 yr 8 mos
State Registrations8 states
COFLILINNVSDTNWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Naperville, IL →All financial advisors in Illinois →