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Bruno Mark

LPL Financial LLC
42 Years of Experience
Las Vegas, NV
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bruno Mark is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 42 years of industry experience. Bruno is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2881 S. Valley View, Ste 8, Las Vegas, NV, 89102

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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

Bruno is involved in various business activities, including non-variable insurance sales since 1999, an insurance agency (Bruno Mark Financial, Inc.) since 2006, and as an independent insurance salesman since 2008. He also co-owns an underground trenching company and has partial ownership of a bar, while dedicating minimal time to a non-profit board.

Employment History
Current Registrations
LPL Financial LLC
October 2012 - Present · 14 yrs
LPL Financial LLCBroker
February 1990 - Present · 36 yrs 8 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
November 1989 - February 1990 · 3 mos
Integrated Resources Equity CorporationBroker
April 1985 - November 1989 · 4 yrs 7 mos
New York Life Securities CORP.Broker
January 1984 - June 1985 · 1 yr 5 mos
State Registrations5 states
AZCAMSNVNY
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.
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