Craig Marcum
Craig Marcum is a registered investment advisor at LPL Financial LLC, based in Kennewick, WA, with 18 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
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 Registrations21 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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