Martin Volin is a registered investment advisor at LPL Financial LLC, based in Denver, CO, with 24 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
3886 S Magnolia Way, Denver, CO, 80237
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Martin owns a rental property in Denver, CO since June 2020. He dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
First National Capital Markets, INC.
First National Capital MarketsBroker
Legg Mason Investor Services, LLCBroker
Clearbridge Advisors, LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
Sunpoint Securities, INC.Broker
Iar Securities CORP.Broker
Sterling Foster & Company, 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.