Marion Terrell Foxworth

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 05/2023
  Proequities, Inc
  Asheville, NC
• 05/2012 → Present
  (Dba) Foxworth Advisors
  Asheville, NC
• 05/2023 → Present
  Lpl Financial Llc
  Asheville, NC

Previous Registrations

• 2012-05-17 → 2023-05-05
  Concourse Financial Group Securities, Inc.
  Hendersonville, NC
  Raleigh, NC
  Asheville, NC
• 2006-11-14 → 2012-05-17
  Northwestern Mutual Investment Services, Llc
  Asheville, NC
  Hendersonville, NC
  Hendersonville, NC

Other Businesses

1) 04/2023 - Foxworth Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/2023 - Foxworth Advisors - Non-Variable Insurance - Inv. Related - Asheville, NC - Agent selling life and disability insurance - Start Date 06/01/2012 - 10hrs/month

Exams

• S66 Uniform Combined State Law Examination
  2006-09-27

Designations

• Certified Financial Planner

Other Names

• Terry Foxworth
• Marion Terrell Foxworth
• Marion Terrell Foxworth