Marion Steward is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boulder, CO, with 29 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
1790 38th St Ste 101, Boulder, CO, 80301
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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
Marion is involved in several outside business activities. She sells non-variable insurance (about 10-20% of her time), manages an educational scholarship program (minimal time), and charges a fee for educational seminars (minimal time). Marion also owns a vacation rental condo in Hawaii (a few hours per week) and operates her LPL business through Financial Steward Associates LLC (more than full-time).
Employment History
Current Registrations
LPL Financial LLC
Financial Steward Associates, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Foothill Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations26 states
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