Mark Likes
Mark Likes is a registered investment advisor at LPL Financial LLC, based in Toms River, NJ, 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
805 Main Street, Toms River, NJ, 08753
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark operates Elite Retirement Consultants as a DBA for his LPL business and is involved in tax preparation/accounting through Mark Likes Accountant. He also sells fixed life insurance and is a notary public, dedicating a few hours per week to each of these activities, and is involved with MLB Residential Lending LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Creative Tax Planners, INC.Broker
Dean Witter Reynolds INC.Broker
Thomson Mckinnon Securities INC.Broker
American Eagle Securities, INC.Broker
State Registrations8 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.