MF
MF

Mark Fleksher

30 Years of Experience
Franklin Lakes, NJ
2 DisclosuresBroker

Mark Fleksher is a registered investment advisor at LPL Financial LLC, based in Franklin Lakes, NJ, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

851 Franklin Lake Rd Ste 105, Franklin Lakes, NJ, 07417

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2018
Judgment / Lien
May 2017
Other Business Activities

Mark works full-time at Prestige Wealth Group, LLC. He also spends minimal time on another, unspecified activity with Prestige Wealth Group, LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2024 - Present · 1 yr 9 mos
LPL Financial LLC
December 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - December 2024 · 6 mos
Osaic Wealth, INC.Broker
June 2024 - December 2024 · 6 mos
Securities America Advisors, INC.
October 2004 - June 2024 · 19 yrs 8 mos
Securities America, INC.Broker
September 2004 - June 2024 · 19 yrs 9 mos
International Planning Alliance, LLC
July 2003 - August 2005 · 2 yrs 1 mo
Park Avenue Securities LLCBroker
May 1999 - October 2004 · 5 yrs 5 mos
Guardian Investor Services CorporationBroker
November 1998 - May 1999 · 6 mos
W. S. Griffith & CO., INC.Broker
February 1996 - November 1998 · 2 yrs 9 mos
State Registrations9 states
DEFLNCNJNYPASCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.