Markellos Marcou
Markellos Marcou is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 31 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2009Customer Dispute
June 1999Other Business ActivitiesSells Insurance
Markellos operates Strategic Advisors Group as a DBA for his LPL business, dedicating full-time hours to it. He is also an agent selling life, health, disability, long-term care, and fixed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
PNC InvestmentsBroker
PNC Investments
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Bny Investment Center INC.
Bny Investment Center INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
M. H. Meyerson & CO., INC.Broker
Patterson Travis, INC.Broker
Seaboard Securities, INC.Broker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations7 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.