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Michael Marron

36 Years of Experience
Park Ridge, IL
1 DisclosureBrokerSells Insurance

Michael Marron is a registered investment advisor at LPL Financial LLC, based in Park Ridge, IL, with 36 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.

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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
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 · 5 yrs 11 mos
LPL Financial LLCBroker
June 2020 - Present · 5 yrs 11 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.