Mark Choinski
Mark Choinski is a registered investment advisor at LPL Financial LLC, based in Poughkeepsie, NY, with 26 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
319 Mill Street, Poughkeepsie, NY, 12601
Get directionsHistory
Regulatory History (1)
Criminal
February 2012Other Business Activities
Mark works as a tax accountant/preparer through Oak Tree Financial Advisors LLC, Oak Tree Financial Group, and Oak Tree Advisors Group LLC, spending about a quarter of his time on the first two and about 10-20% of his time on the last. He also spends full-time hours on Oak Tree Financial Group as a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
H.D. Vest Investment ServicesBroker
Prime Capital Services, INC.Broker
National Planning CorporationBroker
Securities America, INC.Broker
Sunamerica Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations16 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.