Alan Joseph Marcelle
Investment adviser representative at LPL Financial LLC
23 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Alan Joseph Marcelle? 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
23 years in the industry.
- LPL Financial LLCJul 2024 to now
- Community Services Financial GroupMay 2024 to now
- UnemployedJun 2001 to now
- Caro PropertiesSep 2022 to Jan 2024
- People ReadyMay 2022 to Sep 2022
- Motorcycles of ManchesterSep 2021 to Sep 2021
- Quirk Motor GroupMar 2021 to Mar 2021
- Casey George- Northwestern Mutual AdvisorAug 2020 to Aug 2020
- Timepayment (fortress Investment Group)May 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 5395072
- Firm CRD
- 6413