MC
CFP
MC
CFP

Mark Compston

32 Years of Experience
Ironton, OH
Broker

Mark Compston is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ironton, OH, 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
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

221 South 6th Street, Ironton, OH, 45638

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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 operates Compston Wealth Management as a DBA for his LPL business. This activity is investment-related and takes up his full-time work schedule.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 5 mos
LPL Financial LLC
April 2024 - Present · 2 yrs 5 mos
LPL Financial LLC
April 2024 - Present · 2 yrs 5 mos
Previous Registrations
Lincoln Financial Securities Corporation
October 2020 - April 2024 · 3 yrs 6 mos
Lincoln Financial Securities CorporationBroker
October 2020 - April 2024 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2013 - October 2020 · 7 yrs
Wells Fargo Advisors Financial Network, LLC
October 2013 - October 2020 · 7 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - October 2013 · 5 yrs 9 mos
Wells Fargo Advisors, LLC
January 2008 - October 2013 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.
January 2004 - January 2008 · 4 yrs
A. G. Edwards & Sons, INC.Broker
May 2003 - January 2008 · 4 yrs 8 mos
Edward JonesBroker
April 1995 - May 2003 · 8 yrs 1 mo
American Express Financial Advisors INC.Broker
November 1993 - April 1995 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
November 1993 - April 1995 · 1 yr 5 mos
State Registrations12 states
CAFLKYMDMINCOHSCTNTXVAWV
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.