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Mark Skibbie

32 Years of Experience
Bethesda, MD
1 DisclosureBroker

Mark Skibbie is a registered investment advisor at LPL Financial LLC, based in Bethesda, MD, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Bethesda, MD

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001
Settled
Other Business Activities

Mark operates Skibbie Wealth Management as a DBA for his LPL business. This activity, which is investment-related, takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr
LPL Financial LLC
May 2025 - Present · 1 yr
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
Grove Point Investments, LLCBroker
January 2016 - May 2025 · 9 yrs 4 mos
H. Beck, INC.
January 2016 - April 2021 · 5 yrs 3 mos
LPL Financial LLC
August 2012 - February 2016 · 3 yrs 6 mos
Research Financial Strategies
January 2012 - August 2012 · 7 mos
LPL Financial LLCBroker
December 2011 - February 2016 · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2011 - December 2011 · 8 mos
Wells Fargo Advisors Financial Network, LLC
April 2011 - December 2011 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - April 2011 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - April 2011 · 5 yrs 1 mo
Cuso Financial Services, L.P.
March 2003 - January 2006 · 2 yrs 10 mos
Cuso Financial Services, L.P.Broker
February 2003 - January 2006 · 2 yrs 11 mos
Salomon Smith Barney INC.Broker
July 1993 - September 2001 · 8 yrs 2 mos
Lehman Brothers INC.Broker
March 1993 - July 1993 · 4 mos
F.N. Wolf & CO., INC.Broker
October 1991 - July 1992 · 9 mos
State Registrations6 states
DCFLMDNHVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Mark Skibbie - Financial Advisor | TrueAdvisor