Andrew Marrach
Andrew Marrach is a registered investment advisor at LPL Financial LLC, based in Roseville, CA, 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
915 Highland Pointe Dr Ste 150, Suite 150, Roseville, CA, 95678
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Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Andrew sells non-variable insurance products since 1999. This activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Wfg Investments, INC.Broker
Wfg Advisors, LP
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lane Florence, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.