ME
CFP
ME
CFP

Mark Eckard

30 Years of Experience
Lake Charles, LA
Broker

Mark Eckard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lake Charles, LA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2201 Lake St Ste 104, Lake Charles, LA, 70601-7199

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History

Regulatory History
Clean regulatory record

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.

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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
December 2005 - Present · 20 yrs 5 mos
LPL Financial LLCBroker
December 2005 - Present · 20 yrs 5 mos
Previous Registrations
Raymond James Financial Services
September 2005 - December 2005 · 3 mos
Raymond James Financial Services, INC.Broker
April 2002 - December 2005 · 3 yrs 8 mos
Nylife Securities INC.Broker
January 1997 - April 2002 · 5 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
May 1993 - May 1994 · 1 yr
State Registrations10 states
ALAZCACOLAMDORSCTXUT
AdvisorBrokerBoth

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
No exam information available for this advisor.