LPL Financial LLC, the nation’s largest independent broker-dealer, announced today that financial advisor Chip Marcus has joined LPL’s employee advisor channel, Linsco by LPL Financial.
He reported having served approximately $230 million in advisory, brokerage and retirement assets, and joins LPL from Merrill Lynch.
Based in Boca Raton, Florida, Marcus has more than 22 years of experience as a financial advisor. LPL says he takes a comprehensive approach to providing clients with personalized investment plans and strategic portfolios with a tactical overlay.
“I’ve always believed that high-touch service and frequent communication is key to delivering excellence for clients,” said Marcus.
With the move to Linsco by LPL, Marcus launches Chip Marcus Wealth Management Powered by LPL Financial, with a goal to grow his business and build a team that will include additional financial planners and analysts. He is joined by Client Services Associate Vanessa Ambroselli.
“We welcome Chip to the LPL community and are here to support him each step of the way as he grows his business on his own terms,” Scott Posner, LPL executive vice president, business development. “At LPL, we are committed to creating a differentiated and compelling experience for both advisors and their clients.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.