Marshall Dean
Marshall Dean is a registered investment advisor at LPL Financial LLC, based in American Fork, UT, with 17 years of industry experience. Marshall 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
611 W Pacific Drive, American Fork, UT, 84003
Get directionsHistory
Regulatory History (3)
Financial
January 2025Financial
July 2024Financial
August 2023Other Business Activities
Marshall is a manager at Orange Sunflower Homes, LLC, a private business, since 2020. He spends minimal time on this activity, looking for real estate to buy.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Alliance Affiliated Equities CorporationBroker
State Registrations19 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.
Exams
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