Mark Picchi is a registered investment advisor, based in Sarasota, FL, with 33 years of industry experience.
Location
2601 Cattlemen Rd, Ste 501, Sarasota, FL, 34232
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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 is an Investment Advisor Representative (IAR) for Summit Financia, LLC dba LPF Advisors, LLC, meeting with clients and proposing investments, which takes nearly full-time. Mark also sells traditional/fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Lpf Advisors, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.