MA
MA

Mark Albian

42 Years of Experience
Lisle, IL
BrokerSells Insurance

Mark Albian is a registered investment advisor at LPL Financial LLC, based in Lisle, IL, 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
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

4225 Naperville Rd Ste 225, Lisle, IL, 60532

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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 involved in real estate rental through EMRJ, LLC since 2020 and non-variable insurance since 2021, but dedicates minimal time to these activities. He also formed Mark J. Albian, LLC in 2023 for tax/investment purposes, which requires no time commitment.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
October 1998 - July 2021 · 22 yrs 9 mos
Waddell & ReedBroker
November 1983 - July 2021 · 37 yrs 8 mos
State Registrations23 states
AZCACOCTFLGAILINLAMIMNMTNMNVNYOHORSCTXUTVTWAWI
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.