Marilyn Staton White

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

• 11/2012 → 03/2025
  The Investment Center Inc
  Sacramento, CA
• 11/2012 → 03/2025
  Ic Advisory Services Inc
  Sacramento, CA
• 03/2025 → Present
  Lpl Financial Llc
  Sacramento, CA

Previous Registrations

• 2012-11-06 → 2025-03-06
  Ic Advisory Services, Inc.
  Sacramento, CA
  Bedminster, NJ
• 2003-03-19 → 2012-11-09
  Lpl Financial Llc
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
• 1998-11-02 → 2002-11-26
  Morgan Stanley Dw Inc.
  Sacramento, CA

Other Businesses

1. Advisors Business Insurance Agency- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 04/01/2024 2. PRIVATE WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/03/2003- 120 Hours Per Month- 60 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-02-01

Other Names

• Marilyn Staton
• Marilyn S Madison