Mark Sutherland
Mark Sutherland is a CFP-designated registered investment advisor at LPL Financial LLC, based in Southfield, MI, 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
28411 Northwestern Hwy #1200, Southfield, MI, 48034
Get directionsHistory
Regulatory History (3)
Financial
March 2018Customer Dispute
November 2016Customer Dispute
November 1997Other Business ActivitiesSells Insurance
Mark operates under the DBA America Group Retirement Strategy Centers for his LPL business, dedicating full-time hours. He is also an agent for Comprehensive Planning, Inc. selling non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations9 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.