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Marylynne Price

LPL Financial LLC
32 Years of Experience
Key West, FL
4 DisclosuresBroker
View SEC Summary
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Marylynne Price is a registered investment advisor at LPL Financial LLC, based in Key West, FL, with 32 years of industry experience. Marylynne 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
—
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Location

Key West, FL

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History

Regulatory History (4)
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.
Customer Dispute
December 2004
Closed-No Action
Customer Dispute
August 2004
Closed-No Action
Customer Dispute
February 2003
Settled
Customer Dispute
December 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marylynne operates under the DBAs Starboard Financial and Starboard Financial, LLC for her LPL business. This investment-related activity takes about half her time.

Employment History
Current Registrations
LPL Financial LLC
February 2003 - Present · 23 yrs 8 mos
LPL Financial LLCBroker
January 2003 - Present · 23 yrs 9 mos
Previous Registrations
The Scarborough Group, INC.
August 1997 - February 2003 · 5 yrs 6 mos
Royal Alliance Associates, INC.Broker
May 1997 - February 2003 · 5 yrs 9 mos
Alex. Brown & Sons IncorporatedBroker
October 1995 - April 1997 · 1 yr 6 mos
NationssecuritiesBroker
April 1994 - October 1995 · 1 yr 6 mos
State Registrations21 states
AKCACOCTFLGAINKSMAMDNJNYOHPARISCTNTXUTVAWI
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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