Peter Marsh
Peter Marsh is a registered investment advisor at LPL Financial LLC, based in Macomb, MI, with 41 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
20381 Hall Road, Macomb, MI, 48044
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2005Customer Dispute
December 2003Customer Dispute
January 2001Customer Dispute
March 1998Other Business ActivitiesSells Insurance
Peter operates under "America Group Retirement Strategy Centers" and "America Group Macomb LLC" as DBAs for his LPL business. He also engages in non-variable insurance activities and is a Michigan Notary Public, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
A. G. Edwards & Sons, INC.Broker
First of Michigan CorporationBroker
Roney & CO.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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.