Terrence Majerko
Terrence Majerko is a registered investment advisor at LPL Financial LLC, based in Bergland, MI, with 30 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
35210 State Hwy M-28, Bergland, MI, 49910
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Regulatory History (1)
Customer Dispute
October 2021Other Business Activities
Terrence operates Majerko Investment Management LLC as a DBA for his LPL business since 2018. This activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations11 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.