Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Craig Carpenter is a financial advisor registered with LPL Financial LLC. Marcus is a registered representative with FINRA and a registered investment advisor with the state of Ohio. Marcus has been in the financial industry since June 8, 2005. Previously, Marcus worked for Investment Professionals, Inc., The Huntington Investment Company and LINSCO/Private Ledger Corp. Marcus holds Series 6, 7, 63, and 65 licenses. Marcus also holds the SIE designation. Marcus is based in ZANESVILLE, OH and works with individuals, high net worth individuals, corporations, trusts, and other investment advisors. Marcus's firm, LPL Financial LLC, offers a variety of financial planning services, including portfolio management, investment advisory services, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
12/07/2017 - Present
LPL Financial LLC (ZANESVILLE OH)
OH
09/27/2012 - 12/08/2017
INVESTMENT PROFESSIONALS, INC. (ZANESVILLE OH)
OH
04/18/2006 - 10/03/2012
THE HUNTINGTON INVESTMENT COMPANY (ZANESVILLE OH)
OH
06/09/2005 - 04/21/2006
LINSCO/PRIVATE LEDGER CORP. (ZANESVILLE OH)
BC
Issued 11/04/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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