Mark Trevenna
Mark Trevenna is a registered investment advisor at LPL Financial LLC, based in Littleton, CO, 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
7761 Shaffer Pkwy Ste 100, Littleton, CO, 80127-3729
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1993Other Business Activities
Mark operates The Wealth Strategies Group as a DBA for his LPL business since 2006. He also spends nearly full-time (200 hours per month) on Trevenna Enterprises LLC for tax/investment purposes related to securities trading since 2016.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations18 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.