Mark Stawarz
Mark Stawarz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fair Oaks Ranch, TX, with 28 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
8000 Fair Oaks Pkwy Ste 104, Fair Oaks Ranch, TX, 78015
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Regulatory History (1)
Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Mark operates Genesis Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also sells non-variable insurance, specifically fixed index annuities, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
State Registrations7 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.