MS
MS

Mary Skinner

4 Years of Experience
Raleigh, NC
Broker

Mary Skinner is a registered investment advisor at LPL Financial LLC, based in Raleigh, NC, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1 Glenwood Ave, 8th Floor, Raleigh, NC, 27603

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Mary is an officer (Treasurer and Finance Chair) for Marbles Kids Museum, a non-profit children's museum, since 2015. She dedicates minimal time per month to this role, leading finance committee meetings and reporting to the board.

Employment History
Current Registrations
LPL Financial LLC
August 2025 - Present · 11 mos
LPL Financial LLCBroker
August 2025 - Present · 11 mos
Previous Registrations
First Horizon Advisors, INC
September 2024 - August 2025 · 11 mos
First Horizon Advisors, INC.Broker
February 2022 - August 2025 · 3 yrs 6 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.