Francois Marquis is a registered investment advisor at LPL Financial LLC, based in Farmington, CT, with 23 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
3 Forest Park Drive, Farmington, CT, 06032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Francois operates under the DBA Valenti Wealth Management in Farmington, CT, since 2013. This appears to be the name of his advisory business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations35 states
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