Marguerite Gallagher is a registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 7 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
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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
5600 Eubank Blvd NE, Ste 155, Albuquerque, NM, 87111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Foreside Fund Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 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.