Mark Zakoski
Mark Zakoski is a registered investment advisor at LPL Financial LLC, based in Dunmore, PA, with 33 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
124 S Blakely St, Dunmore, PA, 18512
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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 doing business as (DBA) for LPL Business through Peoples Security Wealth Advisors since 2016. He also has a financial institution duty with Peoples Security Bank and Trust and is EVP of Peoples Security Bank and Trust company.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
PNC Brokerage CORPBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations13 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.