Mary Purgason is a registered investment advisor at LPL Financial LLC, based in Calhoun, GA, 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
Calhoun, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
February 2011Other Business Activities
Mary operates her LPL business under the DBA MRP Financial, LLC. This activity is investment-related and takes nearly full-time hours during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
Gna Securities, 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.