Mark Anselmo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Temecula, CA, with 35 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Temecula, CA
Get directionsHistory
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 Activities
Mark operates Anselmo Investment Management as a DBA for his LPL business. He also owns Anselmo Financial Group, a business entity for tax and investment purposes only, since 2021.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fortis Investors, INC.Broker
State Registrations19 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.
Exams
More Advisors
- Michael ButskoLPL Financial LLC
- Craig CarperLPL Financial LLC
- Joshua Goldsmith, CFPLPL Financial LLC
- Adam HendersonLPL Financial LLC
- Allyson Trantum, CFP
- Tiffany Saxon-Sandoval, ChFCWells Fargo Advisors