Marcel Morin
Marcel Morin is a registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, 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
4470 Cox Rd. Suite 150, Glen Allen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marcel uses "Capstone Financial Group" and "Capstone Financial Group, Inc." as DBAs for his LPL business since 2021. He is also involved with "Capstone Financial Partners, Inc." in non-variable insurance since 2015.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Questar Capital CorporationBroker
Questar Asset Management, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
New England Securities Corporation
Baystate Wealth Management
New England SecuritiesBroker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations24 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.