Mary Twigg is a registered investment advisor at LPL Financial LLC, based in Cumberland, VA, with 28 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1422 Anderson Highway, Cumberland, VA, 23040
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business Activities
Mary has a financial institution duty at C and F Bank, dedicating minimal time each month. She also operates C&F Wealth Management as a DBA for her LPL business, spending full-time hours on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Waterford Investor Services, INC.Broker
Cbs Advisors, LLC
Community Bankers Securities, LLCBroker
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations21 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.
Exams
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