Marshall Marraccini is a registered investment advisor at LPL Financial LLC, based in Van Wert, OH, with 16 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
1199 Westwood Drive, Van Wert, OH, 45891
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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.
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Marshall is affiliated with Citizens Wealth Management Group, a DBA for his LPL business, since August 2020. This activity is investment-related and occurs at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
PNC InvestmentsBroker
Nationwide Investment Services CorporationBroker
PNC Investments
PNC InvestmentsBroker
Bhil Distributors, INC.Broker
Lancaster Pollard Investment Advisory Group
Lancaster Pollard & CO.Broker
Foreside Fund Services, LLCBroker
Rydex Distributors, INC.Broker
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations20 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.