MB
MB

Mark Blubaugh

43 Years of Experience
Mishawaka, IN
BrokerSells Insurance

Mark Blubaugh is a registered investment advisor at LPL Financial LLC, based in Mishawaka, IN, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

906 W Edison Rd, Mishawaka, IN, 46545

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is an independent insurance agent with First Fed. Financial Corp. and is also associated with rental properties in Rochester, IN since 2004.

Employment History
Current Registrations
LPL Financial LLC
December 1998 - Present · 27 yrs 5 mos
LPL Financial LLC
March 1996 - Present · 30 yrs 2 mos
LPL Financial LLCBroker
March 1996 - Present · 30 yrs 2 mos
Previous Registrations
Marketing One Securities, INC.Broker
January 1988 - March 1996 · 8 yrs 2 mos
Thomas F. White & CO., IncorporatedBroker
July 1987 - January 1988 · 6 mos
Painewebber IncorporatedBroker
February 1984 - June 1987 · 3 yrs 4 mos
E. F. Hutton & Company INCBroker
June 1982 - February 1984 · 1 yr 8 mos
State Registrations19 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.