Marcus Roger Stookey
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- LPL Financial, LLCDec 2024 to now
- Stookey Holdings, LLCDec 2018 to now
- City of Denver-denver International AirportNov 2016 to now
- World Financial Group, Inc.Jan 2011 to now
- Growstrong Wealth Strategies, LLCFeb 2021 to Dec 2024
- Guided Wealth Insurance, LLCFeb 2021 to Jan 2023
- NetlawFeb 2019 to Dec 2024
- Master NetworkDec 2018 to Jan 2023
- Cativella Wood-fired ItalianApr 2017 to Aug 2018
- Federal ExpressNov 2016 to Aug 2018
- Transamerica Financial Advisors, Inc.Jan 2012 to Feb 2021
- Serving In StyleOct 2011 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 5891013
- Firm CRD
- 6413