Mark Eckard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lake Charles, LA, with 30 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
2720 Rue De Jardin, Ste 400, Lake Charles, LA, 70605
Get directionsHistory
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 Activities
Mark is an elected member of the Lake Charles City Council, meeting weekly. He also operates Abate & Eckard Financial Advisors as a DBA for his LPL business, dedicating full-time hours to this endeavor. Mark also works as a softball umpire a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Nylife Securities INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations10 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
- Shayne Laughlin, ChFCState Farm Investment Management CORP.
- Richard Hinton, CFPAmeriprise Financial Services, LLC
- John Hixson, CFPFmp Wealth Advisers
- Douglas Burnette, CFPCollective Wealth Advisors LLC
- Lindsey Cutler, ChFCState Farm Investment Management CORP.
- Daniel Frick, CFA, CFPFmp Wealth Advisers