Brian Marchiori
Brian Marchiori is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 27 years of industry experience. Brian 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
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 Registrations5 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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