Marlene Burns
Marlene Burns is a registered investment advisor at LPL Financial LLC, based in Arcadia, OH, 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
100 E. Fremont Street, Arcadia, OH, 44804
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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
Marlene sells property and casualty insurance as an agent for Hosler Corbin Insurance, and is also involved in rental properties and house flipping. She is also the managing member of Burns Financial Solutions, LLC, which offers tax preparation and insurance services, and sells life, health, and fixed insurance as an owner/agent.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations12 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.