Mark Anselmo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Temecula, CA, with 34 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
Temecula, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.