Stacy Martin
Stacy Martin is a registered investment advisor at LPL Financial LLC, based in Blacksburg, VA, with 27 years of industry experience. Stacy 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
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.
Exams
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