MF
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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. 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History (2)
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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 10 mos
LPL Financial LLC
December 2024 - Present · 1 yr 10 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.
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