Craig Marcum
Craig Marcum is a registered investment advisor at LPL Financial LLC, based in Kennewick, WA, 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
7401 W Grandridge Blvd, Ste 202, Kennewick, WA, 99336
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2026Other Business ActivitiesSells Insurance
Craig is affiliated with Crump and Associates of Clifton Park selling non-variable insurance, and Pivot Financial Group as a DBA for LPL business, dedicating full-time hours. He also officiates basketball games and is a notary public, spending minimal time on each of these activities, and has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations22 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.