Mark Reichhelm
Mark Reichhelm is a registered investment advisor at LPL Financial LLC, based in Incline Village, NV, with 32 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
Incline Village, NV
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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 sells non-variable insurance products and is a board member of WMR Inc., a corporate account for his wife's income. He also operates Allegiance Financial Group as a DBA for his LPL business, and spends minimal time on non-variable insurance through WMR Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Estate Management Group, INC.
Dean Witter Reynolds INC.Broker
D. A. Campbell Company INC.Broker
State Registrations4 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.