Mark Mahaney
Mark Mahaney is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 33 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
More Advisors
- Hugh Breslin, CFPLPL Financial LLC
- Robert Budde, CFPLPL Financial LLC
- Tucker Dunn, CFPLPL Financial LLC
- Ronald TellerLPL Financial LLC
- Allen MyrowitzLPL Financial LLC
- James HorrisLPL Financial LLC