Shaun Marline
Shaun Marline is a registered investment advisor at LPL Financial LLC, based in Duluth, MN, with 22 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
11 E Superior St Ste 510, Duluth, MN, 55802
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shaun provides investment advisory services through Independent Advisor Alliance and Marline & Associates Wealth Management, dedicating a significant amount of time to these activities. He also owns Marline Properties and NGP Development LLC (real estate rental), Marline Tax Services LLC, and is an insurance agent for Sage Insurance Partners.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Waddell & Reed, INC.Broker
State Registrations33 states
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.