Mark Loop is a CFP-designated registered investment advisor at LPL Financial LLC, based in Longwood, FL, with 30 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
407 Wekiva Springs Road Suite 215, Longwood, FL, 32779
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark operates Aileron Wealth Management, PLLC as a DBA for his LPL business. He also sells fixed insurance through Aileron Wealth Management, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Inlet Securities, LLCBroker
Adp Broker-Dealer, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Equity Services, INC.Broker
First Investors CorporationBroker
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.
Exams
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