Marcene Depew
Marcene Depew is a registered investment advisor at LPL Financial LLC, based in Binghamton, NY, with 24 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
33 Riverside Dr, Binghamton, NY, 13905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marcene operates under Visions Investment Services as a DBA for her LPL business since 2016. She is also a notary public since 1980, dedicating minimal time, and an agent for Visions Insurance Agency selling non-variable insurance since 2017, dedicating about 10% of her time.
Employment History
Current Registrations
LPL Financial LLC
Visions Analysis LLC
Visions Analysis LLCBroker
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.Broker
Hsbc Securities (USA) INC.Broker
M&t Securities, INC.Broker
State Registrations29 states
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