Jeremy Marshall is a registered investment advisor at LPL Financial LLC, based in Madison, WI, with 20 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
278 Junction Rd., Madison, WI, 53717
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy works as a bartender and food server on the Betty Lou Cruises dinner cruise boat, dedicating minimal time to this role. He also works in wealth management at UW Credit Union, which is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Financial Network Investment CorporationBroker
Financial Network Investment Corporation
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations23 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.