Marcel Pope
Marcel Pope is a CFP-designated registered investment advisor at LPL Financial LLC, based in Indian Harbour Beach, FL, with 28 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
2060 Highway A1A # 301, Indian Harbour Beach, FL, 32937
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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 ActivitiesSells Insurance
Marcel is involved in several business activities, including DBAs for his LPL business, funeral services (educating people about pre-need burial and cremation insurance), owning FTGFC4610KT77, Inc., and working as a notary. He dedicates minimal time to the notary work and a few hours per week to FTGFC4610KT77, Inc. and the funeral services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations42 states
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