Mark Durham
Mark Durham is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, 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
4131 N Central Expy Suite 900, Dallas, TX, 75204
Get directionsHistory
Regulatory History (1)
Regulatory
August 1992Other Business ActivitiesSells Insurance
Mark operates under the DBA Texas Investment and Retirement Associates for his LPL business. He also engages in infrequent fixed insurance sales, dedicating minimal time, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Painewebber IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations18 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.