Mary Puzak is a registered investment advisor at LPL Financial LLC, based in Murrysville, PA, with 37 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
4495 Old William Penn Highway, Murrysville, PA, 15668
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary operates Puzak Wegley Financial, LLC as a DBA for her LPL business and owns rental real estate, dedicating minimal time to the latter. She also owns Puzak Wegley Tax Service, spending a few hours per week on tax preparation and accounting, with increased hours during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
The Codrick Financial Group, INC.Broker
The Investment Center, INC.Broker
Multi-Financial Securities CorporationBroker
Uslife Equity Sales CORP.Broker
The Investment Center, INC.Broker
First American National Securities, INC.Broker
State Registrations9 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.