Josue Marciano is a registered investment advisor at LPL Financial LLC, based in Rockville, 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
9210 Corporate Blvd #210, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Josue operates Key Wealth Managers as a DBA for his LPL business since June 2022. He also owns Marciano Wealth Management LLC since October 2021 for tax/investment purposes, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations8 states
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