TrueAdvisor
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MA
ChFC
MA
ChFC

Marina Ageyeva

LPL Enterprise, LLC
33 Years of Experience
Houston, TX
Broker
View SEC Summary
View SEC Summary

Marina Ageyeva is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Houston, TX, with 33 years of industry experience. Marina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

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

Location

1233 West Loop South, Suite 1100, Houston, TX, 77027

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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.

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Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
September 2024 - November 2024 · 2 mos
Prudential Financial Planning Services
September 2024 - November 2024 · 2 mos
Nylife Securities LLCBroker
February 2024 - September 2024 · 7 mos
Mwa Financial Services INC.Broker
February 2023 - December 2023 · 10 mos
Eagle Strategies LLC
July 2014 - January 2023 · 8 yrs 6 mos
Nylife Securities LLCBroker
March 2014 - January 2023 · 8 yrs 10 mos
Prudential Financial Planning Services
March 2010 - February 2014 · 3 yrs 11 mos
Pruco Securities, LLC.Broker
March 2007 - February 2014 · 6 yrs 11 mos
Signator Investors, INC.Broker
October 1996 - March 2007 · 10 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1996 - May 1997 · 7 mos
Pruco Securities CorporationBroker
October 1992 - August 1996 · 3 yrs 10 mos
State Registrations3 states
CANYTX
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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