MA
MA

Marley Abell

25 Years of Experience
Sallisaw, OK
Broker

Marley Abell is a registered investment advisor at LPL Financial LLC, based in Sallisaw, OK, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1720 E Cherokee, Sallisaw, OK, 74955

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Marley operates under the DBAs First Financial Center and Diamond Investment Group for LPL business. He also serves as Chief Business Development Officer at Firstar Bank, dedicating about a third of his time, and has a business entity called Bag the Buck LLC for tax/investment purposes, requiring minimal time.

Employment History
Current Registrations
LPL Financial LLC
February 2008 - Present · 18 yrs 3 mos
LPL Financial LLCBroker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Edward Jones
February 2007 - February 2008 · 1 yr
Edward JonesBroker
January 2001 - February 2008 · 7 yrs 1 mo
State Registrations11 states
AKARAZCAFLKSMOMSOKTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Marley Abell - Financial Advisor | TrueAdvisor