Marcello Difrancesco
Marcello Difrancesco is a registered investment advisor at LPL Financial LLC, based in Owings Mills, MD, 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
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
9505 Reisterstown Rd. Ste 3 Ne, Owings Mills, MD, 21117
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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
Marcello operates Garrison Forest Advisory Group as a DBA for his LPL business. He also works as an agent for MassMutual fixed life insurance and Crump, selling non-variable insurance products, and dedicates minimal time to each of these insurance activities, and a few hours per week to DJing for Solution Entertainment and minimal time to real estate rental.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations20 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.