Marley Stone Landrum

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

• 07/2015 → 08/2018
  Ridgecrest Summer Camps
  Ridgecrest, NC
• 06/2019 → 08/2019
  Hti
  Greenville, SC
• 08/2016 → 12/2019
  Clemson University
  Clemson, SC
• 01/2020 → 07/2021
  Raymond James And Associates
  Greenville, SC
• 07/2021 → 09/2025
  Ubs Financial Services Inc.
  Greenville, SC
• 09/2025 → Present
  Lpl Financial Llc
  Greenville, SC

Previous Registrations

• 2021-07-29 → 2025-09-19
  Ubs Financial Services Inc.
  Greenville, SC
• 2020-08-28 → 2021-08-02
  Raymond James & Associates, Inc.
  Greenville, SC

Other Businesses

1. 08/2025 - Notary - Marley Landrum - Notary - Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - Greenville, SC 29607 - OBA Start Date: 12/07/2021 2. 08/2025 - Ox Road Capital - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 7 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/10/2025

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21