MR
MR

Mary Robbins

29 Years of Experience
Danvers, MA
Broker

Mary Robbins is a registered investment advisor at LPL Financial LLC, based in Danvers, MA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

150A Andover St, Suite 8, Danvers, MA, 01923

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 →
Employment History
Current Registrations
LPL Financial LLC
May 2021 - Present · 5 yrs
LPL Financial LLC
April 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Voya Financial Advisors, INC.
November 2015 - May 2021 · 5 yrs 6 mos
Voya Financial Advisors, INC.Broker
November 2015 - May 2021 · 5 yrs 6 mos
Investors Capital Advisory
February 2014 - November 2015 · 1 yr 9 mos
Investors Capital CORP.Broker
February 2014 - November 2015 · 1 yr 9 mos
Infinex Investments, INC.
June 2011 - October 2013 · 2 yrs 4 mos
Infinex Investments, INC.Broker
June 2011 - October 2013 · 2 yrs 4 mos
New England Securities Corporation
November 2009 - June 2011 · 1 yr 7 mos
New England SecuritiesBroker
October 2009 - June 2011 · 1 yr 8 mos
Primevest Financial Services, INC.
January 2006 - June 2009 · 3 yrs 5 mos
Primevest Financial Services, INC.
January 2006 - January 2006 · 0 mos
Bancnorth Investment Group, INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
Citistreet Equities LLCBroker
March 2004 - December 2005 · 1 yr 9 mos
Citistreet Financial Services LLC
February 2004 - December 2005 · 1 yr 10 mos
Cantella & CO., INC.
July 2003 - February 2004 · 7 mos
Cantella & CO., INC.Broker
July 2003 - February 2004 · 7 mos
Morgan Stanley Dw INC.Broker
June 2002 - June 2003 · 1 yr
Signator Investors, INC.Broker
March 1999 - December 2001 · 2 yrs 9 mos
Fidelity Brokerage Services, INC.Broker
March 1996 - March 1999 · 3 yrs
Liberty Securities CorporationBroker
February 1995 - June 1995 · 4 mos
State Registrations5 states
FLMAMENHSC
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.