Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Oak Brook
47yrs
Marilyn Kay Seagraves
Financial advisor at LPL Financial
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% by experience in Oak Brook
Office1220 Kensington Rd; Suite 200b, Oak Brook, IL 60523
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 1998 – 2021Waddell & ReedPreviously
Questions to ask Marilyn
Tailored to Marilyn’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Marilyn
How do I contact Marilyn?
Call LPL Financial at 704-733-3300 and ask for Marilyn Kay Seagraves. Marilyn works from the Oak Brook, IL office.
How long has Marilyn been a financial advisor?
Marilyn has been in the industry since 1980, about 47 years. Top 1% by experience in Oak Brook.
What licenses does Marilyn hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marilyn a fiduciary?
Marilyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marilyn paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Marilyn for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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