Patricia Marusarz
Patricia Marusarz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, with 40 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
1220 Kensington Rd; Ste 200A, Oak Brook, IL, 60523
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Regulatory History (1)
Customer Dispute
June 2019Other Business ActivitiesSells Insurance
Patricia is a co-trustee for multiple trusts and co-owner of CMS Office Management LLC. She also works as a tax preparer and is involved with Associates of Clifton Park, which deals with non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations23 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.