Marc Connor Harrell
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCOct 2025 to now
- UBS Financial ServicesJan 2024 to Nov 2025
- Wells Fargo Clearing ServicesMay 2023 to Jan 2024
- US Tech SolutionsMay 2023 to Sep 2023
- Chick-fil-a University PlaceOct 2021 to May 2023
- Alight SolutionsAug 2020 to Oct 2021
- Chick-fil-a HickoryOct 2019 to Aug 2020
- Chick-fil-a University PlaceAug 2017 to Oct 2019
- Chick-fil-a Concord ParkwayJan 2017 to Aug 2017
- Chick-fil-a University PlaceMay 2011 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7330456
- Firm CRD
- 6413