Craig Morcos is a CFP-designated registered investment advisor at LPL Financial LLC, based in La Cross, WI, with 10 years of industry experience. Craig 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
La Cross, WI
Get directionsHistory
Regulatory History (6)
Financial
February 2018Financial
February 2018Financial
January 2018Financial
January 2018Financial
December 2017Financial
October 2017Other Business Activities
Craig operates LGM Wealth Management as a DBA for his LPL business in Bloomington, MN. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northrock Partners, LLC
Ameriprise Financial Services, INC.Broker
State Registrations3 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.