April Martin
April Martin is a registered investment advisor at LPL Financial LLC, based in Earlysville, VA, with 18 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
Earlysville, VA
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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
April operates A. Martin & Associates as a DBA for her LPL business, dedicating full-time hours. She also plays music at an assisted living facility and a local theatre, spending minimal time on this activity. Additionally, April is involved with non-variable insurance and runs A. Martin & Associates Insurance Services, spending about a quarter of her time on these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations11 states
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