Stacy Martin
Stacy Martin is a registered investment advisor at LPL Financial LLC, based in Blacksburg, VA, 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
2206 S. Main St., Ste. D, Blacksburg, VA, 24060
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2021Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Stacy operates Discovery Financial Services as a DBA for her LPL business and owns DFS Inc for tax/investment purposes, dedicating nearly all of her time to the latter. She also co-owns a timeshare property, owns an S corp for a hobby shop, and sells various insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 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.