Marc Neighbor is a registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 5 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
9401 Indian Creek Pkwy, Suite 1040, 40 Corporate Woods, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc operates Convergence Financial LLC as a DBA for his LPL business and also as a Registered Investment Advisor, dedicating nearly full-time hours to providing investment advisory services. He is also a board member for Cycling Kansas City, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Convergence Financial
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 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.