Mark Mcmahon is a registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, with 29 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
150 S Warner Rd Ste 300, King of Prussia, PA, 19406-2859
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark operates under several DBAs for his LPL business, including McMahon Wealth Management and Independence Square Advisors. He also provides investment advisory services through Independence Square Holdings LLC, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
Independence Square Holdings, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independence Square Holdings, LLC
Private Advisor Group, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Investec INC.Broker
Salomon Smith Barney INC.Broker
State Registrations9 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.