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Michael Marron

LPL Financial LLC
36 Years of Experience
Park Ridge, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Marron is a registered investment advisor at LPL Financial LLC, based in Park Ridge, IL, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1300 Higgins Rd Ste 218, Park Ridge, IL, 60068

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1987
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael operates Integrated Financial Concepts as a DBA for his LPL business since 2020. He also works with Marron & Associates selling non-variable insurance, dedicating about 10% of his time to this activity since 2015.

Employment History
Current Registrations
LPL Financial LLC
June 2020 - Present · 6 yrs 4 mos
LPL Financial LLCBroker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Sagepoint Financial, INC.
March 2015 - June 2020 · 5 yrs 3 mos
Sagepoint Financial, INC.Broker
March 2015 - June 2020 · 5 yrs 3 mos
Retirement Plan Advisors, LLC
January 2004 - March 2015 · 11 yrs 2 mos
Cambridge Investment Research, INC.Broker
January 2002 - March 2015 · 13 yrs 2 mos
Nationwide Investment Services CorporationBroker
May 1990 - November 2001 · 11 yrs 6 mos
Mony Securities CORP.Broker
October 1989 - April 1990 · 6 mos
The Mutual Life Insurance Company of New YorkBroker
October 1989 - April 1990 · 6 mos
State Registrations7 states
AZCOILINKYNVTN
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.
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