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Laurie Anne Marksberry

Pacific Select Distributors, LLC

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About Laurie Anne Marksberry

Laurie Marksberry is a financial advisor with Pacific Select Distributors, LLC, located in Newport Beach, CA. Laurie has been working in the financial services industry since 2001, holding a Series 7 and Series 63 license. Laurie is registered in 10 states, including Delaware, District of Columbia, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Virginia, and West Virginia. Laurie previously worked with AXA Distributors, LLC, American General Equity Services Corporation, Fifth Third Securities, Inc., Directed Services LLC, Allstate Distributors, L.L.C., Investors Brokerage Services, Inc., and CIBC World Markets Corp.

Firm Information

Laurie Marksberry is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Laurie Marksberry’s Registration & Firm History

CA

09/15/2016 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

NC

04/30/2014 - 09/19/2016

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

TX

03/08/2012 - 02/01/2013

AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)

IL

09/10/2009 - 02/18/2011

FIFTH THIRD SECURITIES, INC. (CHICAGO IL)

PA

09/25/2007 - 01/30/2009

DIRECTED SERVICES LLC (WEST CHESTER PA)

IL

03/01/2005 - 09/21/2007

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

06/19/2001 - 03/16/2005

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

NY

04/15/1999 - 04/12/2001

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laurie Anne Marksberry.
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