Marissa Nicole Beatty
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCSep 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Sep 2026
- Securities America Advisors, Inc.Jul 2020 to Jun 2024
- Securities America, Inc.Jul 2020 to Jun 2024
- Investacorp Advisory ServicesApr 2019 to Jul 2020
- Investacorp IncAug 2018 to Jul 2020
- Barber Financial CoMay 2018 to Oct 2025
- Northwest BankMay 2017 to Aug 2017
- Clarion University Small Business Development CenterSep 2016 to May 2018
- Jcpenney Corp.Aug 2014 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6908035
- Firm CRD
- 6413