Maria Wilson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Naperville, IL, 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
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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
608 S. Washington St., Suite 304, Naperville, IL, 60540
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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
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
Total Clarity Wealth Management, INC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ogilvie & Taylor Securities CorporationBroker
Elwyn, Willbert & Haig INC.Broker
State Registrations8 states
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