Marcus Alan Hume
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
13 years in the industry.
- LPL Financial, LLCAug 2021 to now
- Berk Cleveland Rathmell Wealth Strategies, LLCAug 2018 to Aug 2021
- Northwestern Mutual Wealth Management CompanyMar 2016 to Aug 2018
- Kyle WilliamsJun 2015 to Aug 2018
- Northwestern Mutual Investment Services, LLCNov 2013 to Aug 2018
- Northwestern Mutual Life Insurance CompanyMay 2013 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 6169784
- Firm CRD
- 6413