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CFP

Mark Bilodeau

LPL Financial LLC
34 Years of Experience
Chelmsford, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Bilodeau is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chelmsford, MA, with 34 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 Courthouse Lane Unit 12, Chelmsford, MA, 01824

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark is involved in real estate activities, including owning rental properties and operating a real estate brokerage. He also sells term life insurance to clients as part of his financial planning services.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 1 yr 6 mos
LPL Financial LLCBroker
April 2006 - Present · 20 yrs 6 mos
Previous Registrations
LPL Financial LLC
May 2006 - June 2011 · 5 yrs 1 mo
MML Investors Services, INC.Broker
March 1996 - May 2006 · 10 yrs 2 mos
G. R. Phelps & CO., INC.Broker
September 1992 - March 1996 · 3 yrs 6 mos
Sunamerica Securities, INC.Broker
May 1992 - August 1992 · 3 mos
Anchor National Financial Services, INC.Broker
January 1992 - May 1992 · 4 mos
State Registrations29 states
AZCACTDCDEFLGAILLAMAMDMEMNNCNHNJNVNYOHOKORRISCTNTXVAVTWAWI
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.
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