Mark O'connell
Mark O'connell is a registered investment advisor at LPL Financial LLC, based in Crystal River, FL, with 36 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
7655 W Gulf-To-Lake Hwy Ste 3, Crystal River, FL, 34429
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark receives non-variable insurance trails, dedicating minimal time to this activity. He also operates under the DBA O'Connell Financial for his LPL business, spending full-time hours on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Brookstone Securities, INC.Broker
Brookstone Investment Advisory Services
Fsc Securities Corporation
Fsc Securities CorporationBroker
Market Securities CorporationBroker
Hda Service CorporationBroker
State Registrations5 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.