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Paul Marx

Advisor at LPL Financial

Updated today

Location

El Dorado, AR 71730

Credentials

Series 66

Industry experience

18 years

About

Paul Marx is a financial advisor with LPL Financial in El Dorado, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011. Marx is also involved in a family business, Marx Enterprises, Inc., which operates outside of the investment industry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models and services, combining large-scale advisory operations with a range of non-advisory financial products.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

511 W Faulkner St

El Dorado, AR 71730

Most active in

Arkansas · Mississippi · Texas

Work history

LPL Financial, llc

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 65

El Dorado, AR

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General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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CFP®, Series 63, Series 65

El Dorado, AR

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Charles Skinner is a CFP®-certified financial advisor with over 10 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and GenWealth Financial Advisors. Outside of advisory services, he is a commissioned notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to support client investments.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Gregory H

Series 63, Series 66

El Dorado, AR

International Assets Investment Management, LLC

Gregory Harrison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is co-owner of The Olde Towne Store, a grocery, restaurant, and bakery in El Dorado, Arkansas, and serves in various community roles including finance committee member of 1st Baptist Church, commissioner of the El Dorado Oilers baseball team, and chairman of the board for The Hannah Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers access to third-party money managers and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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Series 66

El Dorado, AR

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Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Educators, Teachers, and Academics Founder/Business Owner Women Professionals
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Todd C

CFP®, Series 63, Series 65

El Dorado, AR

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Todd Connelly is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a majority ownership in a timberland and mineral royalties business in Magnolia, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options like insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Gregory H

Series 66

El Dorado, AR

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Gregory Humphreys is a financial advisor with Edward Jones in El Dorado, Arkansas, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Deltic Timber Corporation for 21 years. Outside of his advisory role, he is an author of a children’s book titled The Turkey Hunt and serves on the investment committee for the Camp Kurios Endowment Fund, which supports a Christian youth camp. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including managed wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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