Mark Miller
Mark Miller is a CFP-designated registered investment advisor at LPL Financial LLC, based in White Bear Lake, MN, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4524 Highway 61 N, White Bear Lake, MN, 55110
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2024Customer Dispute
February 2020Other Business ActivitiesSells Insurance
Mark sells fixed life, long-term care, disability, and health insurance, dedicating about 10-20% of his time to this. He also provides legal document services, mortgage/real estate services, real estate brokerage, notary services, motivational speaking, and real estate rental, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PFS Investments INC.Broker
State Registrations27 states
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.