Marlene Muscovich
Marlene Muscovich is a registered investment advisor at LPL Financial LLC, based in Fairview Park, OH, with 27 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
21800 Lorain Rd, Fairview Park, OH, 44126
Get directionsHistory
Regulatory History (2)
Financial
June 2017Criminal
October 1993Other Business ActivitiesSells Insurance
Marlene operates TA Check Financial as a DBA for her LPL business and provides investment advisory services through TA-Check Financial LTD. She also works as a tax preparer for TA-CHECK TAX SERVICE, spending about a third of her time on this activity, and is a notary public, dedicating minimal time to it. Marlene also sells universal and term life insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ta-Check Financial LTD.
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, INC.Broker
Waterstone Financial Group, INC.Broker
Edward JonesBroker
First Union Securities, INC.Broker
Painewebber IncorporatedBroker
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.