Marisol Eckels is a registered investment advisor at LPL Financial LLC, based in Lompoc, CA, 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
3880 Constellation Road, Lompoc, CA, 93436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marisol operates Coast Hills Wealth Management as a DBA for her LPL business since 2006. She also provides tax preparation and electronic filing services, dedicating about 10-20% of her time, and performs financial institution duties at CoastHills Credit Union for about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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