Mark Lucaccioni is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, 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
1211 W. 22nd St, Suite 209, Oak Brook, IL, 60523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark operates Prairie Rock Financial Group, LLC and Prairie Sky Financial Group as DBAs for his LPL business, dedicating full-time hours to Prairie Sky Financial Group. He also owns rental properties through 3876 Harvard, LLC and BVL Holdings, LLC, spending minimal time on these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prairie Sky Financial Group
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Securities America, INC.Broker
State Registrations23 states
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