Marney Skinner
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCJan 2025 to now
- Lake Michigan Credit UnionJan 2025 to now
- TD Bank N.A.Oct 2023 to Jan 2025
- TD Private Client Wealth LLCOct 2023 to Jan 2025
- Royal Palm Wealth Inc.Apr 2022 to Oct 2023
- Eagle Strategies LLCFeb 2019 to Oct 2023
- Nylife Securities LLCDec 2018 to Oct 2023
- New York Life Insurance CoNov 2018 to Oct 2023
- JP Morgan Securities LLCDec 2016 to Aug 2018
- Rfg Advisory Group, LLCAug 2014 to Dec 2016
- Marney Skinner, IncApr 2014 to Feb 2017
- Four Seasons Wealth ManagementApr 2014 to Dec 2016
- LPL Financial, LLCApr 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5619440
- Firm CRD
- 6413