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CFP

Marty Monahan

LPL Financial LLC
18 Years of Experience
Fort Mill, SC
1 DisclosureBroker
View SEC Summary
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Marty Monahan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 18 years of industry experience. Marty is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fort Mill, SC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
June 2021 - Present · 5 yrs 4 mos
LPL Financial LLC
June 2021 - Present · 5 yrs 4 mos
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Vanguard Advisers, INC.
March 2018 - January 2021 · 2 yrs 10 mos
Vanguard Marketing CorporationBroker
September 2011 - January 2021 · 9 yrs 4 mos
Family Wealth Partners
March 2009 - November 2010 · 1 yr 8 mos
Uvest Financial Services Group, INC.Broker
March 2009 - November 2010 · 1 yr 8 mos
Ameriprise Financial Services, INC.
July 2005 - September 2007 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
July 2005 - September 2007 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
July 2005 - July 2006 · 1 yr
State Registrations1 state
SC
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.
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