Marc Gusto (CRD# 5390728) is an Investment Advisor Representative working at Lpl Financial LLC in Plantation, FL and has over 16 years of experience in the finance industry.
CRD# 2693512
Prudential Financial Planning Services
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2671374
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Plantation, FL | Oct 2023 - Current | < 1 |
| Kestra Advisory Services | Plantation, FL | Apr 2016 - Oct 2023 | 7 |
| Kestra Investment Services, LLC | Plantation, FL | Feb 2016 - Oct 2023 | 7 |
| Nfp Advisor Services, LLC | Austin, TX | Feb 2016 - Apr 2016 | < 1 |
| Lpl Financial | Charlotte, NC | Jun 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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