RM
RM

Rodryan Marayag

24 Years of Experience
Westchester, CA
BrokerSells Insurance

Rodryan Marayag is a registered investment advisor at LPL Financial LLC, based in Westchester, 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
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

8939 S Sepulveda Blvd Ste 304, Westchester, CA, 90045

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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 ActivitiesSells Insurance

Rodryan operates Lucent Elm Financial Group and Lucent Elm Wealth Management as DBAs for his LPL business, dedicating full-time hours to the latter. He also works as an insurance agent through Marayag Enterprises, Inc AKA Marayag Insurance Services, selling life insurance, LTC, and fixed annuities, which takes about 10-20% of his time, and owns BEM United, LLC for real estate rental, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLC
July 2017 - Present · 8 yrs 10 mos
LPL Financial LLC
July 2017 - Present · 8 yrs 10 mos
LPL Financial LLCBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - July 2017 · 1 yr 3 mos
NFP Retirement
June 2015 - June 2015 · 0 mos
Kestra Investment Services, LLCBroker
July 2014 - July 2017 · 3 yrs
NFP Advisor Services, LLC
July 2014 - September 2016 · 2 yrs 2 mos
Financial Telesis, INC.
August 2007 - July 2014 · 6 yrs 11 mos
Financial Telesis INCBroker
August 2007 - July 2014 · 6 yrs 11 mos
Nylife Securities LLCBroker
March 2006 - August 2007 · 1 yr 5 mos
Essex National Securities, INC.Broker
August 2004 - February 2006 · 1 yr 6 mos
Wm Financial Services, INC.Broker
June 2004 - August 2004 · 2 mos
Intersecurities, INC.Broker
October 2003 - June 2004 · 8 mos
Intervest International Equities CorporationBroker
June 2002 - October 2003 · 1 yr 4 mos
Conseco Securities, INC.Broker
November 2001 - June 2002 · 7 mos
State Registrations21 states
ARAZCACODCFLGAHIILMDMINDNJNVNYORTNTXUTVAWA
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.
Rodryan Marayag - Financial Advisor | TrueAdvisor