Marc Cabanilla
Marc Cabanilla is a registered investment advisor at LPL Financial LLC, based in Redmond, OR, with 9 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
2625 SW 17th Pl, Redmond, OR, 97756
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Regulatory History (1)
Criminal
February 2025Other Business ActivitiesSells Insurance
Marc is an agent for Mountain America Insurance Services selling fixed annuities, dedicating a few hours per week. He also works as a delivery driver for DoorDash for about 10-20% of his time and operates Mid Oregon Wealth Management Retirement and Investment Planning for about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
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.