Marrisa Taylor is a registered investment advisor at LPL Financial LLC, based in Rushville, IN, with 8 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
1541 N. Main Street, Rushville, IN, 46173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marrisa runs Bar-T Ranch and Rabbitry, a hobby farm, since 2013. She is also a Branch Leader at Flagstar Bank, dedicating nearly full-time hours to this role, and is a Notary at Flagstar Bank. Additionally, Marrisa owns rental real estate and is the Club President of the Breakfast Optimist Club of Rushville.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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