Marc Delia is a registered investment advisor at LPL Financial LLC, based in Largo, FL, with 21 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
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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
801 West Bay Drive Suite 707, Largo, FL, 33770
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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
Marc operates Premier Planning Partners as a DBA for his LPL business and also as an agent selling life, disability, LTCi, and Medicare insurance, dedicating about a third of his time to the insurance activities. He also has D'Elia Financial Group for tax/investment purposes and Consilium Advisor Group as another DBA for his LPL business, spending minimal time on the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations14 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.