Mark Shevlin
Mark Shevlin is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Greenfield, NY, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
Greenfield, NY
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2016Customer Dispute
August 2015Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Mark operates Shevlin Wealth Management as a DBA for his LPL business and is also an independent agent selling non-variable insurance products including life, long-term care, health, disability, and fixed annuities. He is also associated with Flagship Harbor Advisors, LLC as a Registered Investment Advisor, dedicating full-time hours, and has a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Citizens Securities, INC.Broker
Charter One Securities, INC.Broker
Ust Financial Services CORP.Broker
State Registrations5 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.