Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
29yrs
Based in Newport Beach, California, Marcus Paredes is a fiduciary financial advisor with 29 years of industry experience. Marcus has been with LPL Financial since 2009. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office120 Newport Center Dr Suite 235, Newport Beach, CA 92660
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowLPL Financial LLCCurrent firm
Contact Marcus
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Marcus. 120 Newport Center Dr Suite 235Newport Beach, CA 92660Office · Get directions Facebook pageLPL Financial
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Questions to ask Marcus
Tailored to Marcus’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marcus
How do I contact Marcus?
Call LPL Financial at (704) 733-3300 and ask for Marcus Paredes. Marcus works from the Newport Beach, CA office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Marcus hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Marcus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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