Brian Marchiori
Brian Marchiori is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 26 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
401 E Sonterra Blvd Ste 375, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Swbc Investment Company
Swbc Investment Services, LLCBroker
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
USAA Investment Management CompanyBroker
State Registrations4 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.