Rick Marshall
President at Lpl Financial
Based in Edmond, United States
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Seniority
C-Team
Department
General Business & Management
Location
Edmond
Industry
Financial Services
Company size
14K
Contact information
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r•••••••@••••••.com
Phone
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Background
About Rick Marshall
The Wealth Management Group Directive: To build, manage, & distribute wealth for our clients by: Define Investment & financial goals Develop a useable plan of action Manage the assets Monitor the progress & adjust to Investment climates Securities and advisory services offered through LPL Financial, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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- AKStaff
Ashley Kelly
Client Service Professional · Customer/Client Service
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