Mark Gerardi is a CFP-designated registered investment advisor at LPL Financial LLC, based in El Cajon, CA, with 31 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
405 South Magnolia Avenue, El Cajon, CA, 92020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark coaches high school wrestling, dedicating about a quarter of his time. He is also an independent contractor and loan originator for Left Coast Leaders, Inc, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
First Republic Wealth Advisors, LLC
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Great Western Financial Securities CorporationBroker
Montano Securities CorporationBroker
State Registrations2 states
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