Mark Lublin
Mark Lublin is a registered investment advisor at Integrated Advisors Network LLC, based in West Newtown, MA, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
106 Fordham Road, West Newtown, MA, 02465
Get directionsHistory
Regulatory History (15)
Regulatory
August 2014Customer Dispute
December 2005Customer Dispute
September 2005Customer Dispute
April 2005Customer Dispute
March 2005Regulatory
February 2005Customer Dispute
October 2004Employment Separation After Allegations
August 2004Customer Dispute
April 2004Customer Dispute
January 2004Customer Dispute
October 2003Customer Dispute
November 2002Customer Dispute
April 2001Customer Dispute
February 2001Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Mark offers clients term, universal, and whole life insurance, long-term care insurance, disability income insurance, and fixed and immediate annuities. He also sells fixed annuities and fixed life insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Keystone Capital Corporation
Keystone Capital CorporationBroker
Cantella & CO., INC.Broker
Citizens Investment Services CORP.Broker
Signator Investors, INC.Broker
Essex National Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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.