Marshall Dean
Marshall Dean is a registered investment advisor at LPL Financial LLC, based in American Fork, UT, with 17 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
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 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 Registrations18 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.