Marina Ageyeva
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$24.9BFirm assets
Are you Marina Ageyeva? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaAug 2024 to now
- Pruco Securities, LLCAug 2024 to Nov 2024
- New York Life Insurance CoJan 2024 to Aug 2024
- Nylife Securities LLCJan 2024 to Aug 2024
- Modern Woodmen of AmericaJan 2023 to Dec 2023
- Mwa Financial Serivces IncJan 2023 to Dec 2023
- Eagle Strategies LLCJul 2014 to Jan 2023
- Nylife Securities LLCMar 2014 to Jan 2023
- New York Life Insurance CoFeb 2014 to Jan 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2276021
- Firm CRD
- 8733