Mark Dittman is a registered investment advisor at LPL Financial LLC, based in Marysville, MI, with 31 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
501 Gratiot Boulevard Suite 2, Marysville, MI, 48040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns DW Holdings, LLC, a real estate rental business, and spends minimal time on it. He also operates Tarr Financial as a DBA for his LPL business, dedicating full-time hours, and owns Dittman Financial Services LLC for tax/investment purposes, spending minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations5 states
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