Mark Mahaney
Mark Mahaney is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 32 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
2 E Wheeling St., Baltimore, MD, 21230
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2007Employment Separation After Allegations
February 2001Other Business Activities
Mark operates his LPL business through Wealthcare Partners and Federal Hill Wealth Management, LLC. He is also a Registered Investment Advisor through Wealthcare Advisory Partners LLC, spending most of his time on these activities.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Hamilton Investments, INC.Broker
State Registrations6 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.