Margreit Rm Mcinnis
Investment adviser representative at LPL Financial LLC
18 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
18 years in the industry.
- LPL Financial LLCJan 2024 to now
- Tilton Financial PlanningJan 2024 to now
- My Secure AdvantageJul 2023 to now
- 100% Owner, Author Novels Amp; Ebooks On Creative WritingFeb 2020 to now
- Author Freelance WriterApr 2016 to now
- Hart AgencyMay 2023 to Jul 2023
- World Financial Group, Inc.Mar 2023 to Jan 2024
- Transamerica Financial Advisors, IncFeb 2023 to Apr 2023
- Equity First ConsultantsSep 2021 to Mar 2023
- Kristin ChionchioFeb 2009 to Sep 2021
- Lillian Van WagnerFeb 2009 to Sep 2021
- Vincent ChionchioFeb 2009 to Sep 2021
- Northwestern MutualFeb 2008 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2390482
- Firm CRD
- 6413