Mark Lerfald is a registered investment advisor at LPL Financial LLC, based in Eugene, OR, with 38 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
2288 Oakmont Way, Eugene, OR, 97401
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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.
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Mark is an investment advisor doing business as Future Planning Systems, an entity for his LPL business. This takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Future Planning Systems, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
UBS Financial Services INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
U.S. Financial Securities, INC.Broker
Piper, Jaffray & Hopwood IncorporatedBroker
Dean Witter Reynolds INC.Broker
Ids Marketing CorporationBroker
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.