LM
LM

Laura Marzano

19 Years of Experience
Sewell, NJ
Broker

Laura Marzano is a registered investment advisor at LPL Financial LLC, based in Sewell, NJ, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

591 Mantua Blvd, Ste 201, Sewell, NJ, 08080

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Laura operates her LPL business under several DBAs: HOME Financial Advisors, Principle Wealth Management Group, and Benchmark Retirement & Investment Services, dedicating full-time hours to these activities. She also owns rental real estate property, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
February 2017 - Present · 9 yrs 5 mos
LPL Financial LLC
October 2014 - Present · 11 yrs 9 mos
LPL Financial LLCBroker
October 2014 - Present · 11 yrs 9 mos
Previous Registrations
Good Life Advisors, LLC
October 2014 - February 2017 · 2 yrs 4 mos
Voya Financial Advisors, INC.
October 2009 - October 2014 · 5 yrs
Voya Financial Advisors, INC.Broker
September 2009 - October 2014 · 5 yrs 1 mo
PNC Capital Markets LLCBroker
January 2005 - April 2008 · 3 yrs 3 mos
State Registrations11 states
AZDEFLGALAMDNCNJPASCWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Laura Marzano - Financial Advisor | TrueAdvisor