Marc Walker is a registered investment advisor at LPL Financial LLC, based in St Petersburg, FL, with 43 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
100 2nd Ave S, Ste 402N, St Petersburg, FL, 33701
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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.
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Marc owns Marc Walker Enterprises, a real estate rental business, since 2006. He also operates Longview Wealth Advisors as a DBA for his LPL business since 2021; both activities require minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Raymond James & Associates, INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Sterne, Agee & Leach, INC.Broker
Keogler, Morgan & Company, INC.Broker
Argent Securities, INC.Broker
Marshall & CO. Securities, INC.Broker
Jefferies & Company, INC.Broker
Olde & CO., IncorporatedBroker
State Registrations10 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.