Marlena Anderson
Marlena Anderson is a registered investment advisor at LPL Financial LLC, based in Bandera, TX, with 11 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
3300 State Hwy 16 South, Bandera, TX, 78003
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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
Marlena owns M2Partners LLC, where she performs back-office work and bookkeeping, dedicating a few hours per week. She is also an agent for Diamond A Financial Services, selling fixed annuities, life, health, and long-term care insurance, and owns a DBA for her securities business, spending about half her time on these activities. Additionally, Marlena is the President of the Bandera Country A&M Club, volunteering a few hours per week to coordinate fundraising events.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Brighthouse Securities, LLCBroker
Aig Capital Services, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations13 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.