Mark Loop is a CFP-designated registered investment advisor at LPL Financial LLC, based in Longwood, FL, 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
407 Wekiva Springs Rd Ste 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 Registrations6 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.