Mark Cross is a registered investment advisor at LPL Financial LLC, based in Athens, GA, with 37 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
1077 Baxter St, Ste 600, Athens, GA, 30606
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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 operates several businesses, including Integrated Financial Group, Highland Trust Partners, IFG Advisory LLC (a registered investment advisor), Highland Retirement Strategies, and Oliver Creek Kennels LLC. He also owns HTP LLC (real estate rental) and HTP Insurance LLC (insurance agency), each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.Broker
Captrust Financial Advisors, LLCBroker
Interstate/johnson Lane CorporationBroker
Barnett Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 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.