Mark Lamensdorf
Mark Lamensdorf is a registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 22 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
11674 Beach Blvd, Jacksonville, FL, 32246
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Regulatory History (1)
Customer Dispute
September 2009Other Business Activities
Mark operates under the DBA Vystar Investment Services for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bessemer Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
Schroder Wertheim & CO. IncorporatedBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations7 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.