Marie Knorr is a CFP-designated registered investment advisor at LPL Financial LLC, based in Joliet, IL, 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
1000 Essington Rd, Joliet, IL, 60435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marie has W-2 employment at Knorr Enterprises and is a business owner at KPT LLC, spending a few hours per week on each. She also works at Trupoint Tax Service doing tax preparation and accounting, and at Tru Financial LLC as a DBA for LPL business, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wayne Hummer Investments L.L.C.
Wintrust Investments LLCBroker
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
State Registrations14 states
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