Marc Cohen
Marc Cohen is a registered investment advisor at LPL Financial LLC, based in Myrtle Beach, SC, with 25 years of industry experience. Marc 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Myrtle Beach, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Marc operates Marc Cohen Wealth Management as a DBA for his LPL business at the reported location. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Seaboard Securities, INC.Broker
Kensington Wells IncorporatedBroker
State Registrations4 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.
Exams
More Advisors
- Jeffrey ClarkeLPL Financial LLC
- Tracy RaynorLPL Financial LLC
- Brian Cunningham, CFPLPL Financial LLC
- James McmanusLPL Financial LLC
- James Burcham, CFPOsaic Advisory Services, LLC
- Joshua Hemmert, CFPResettle Wealth