Mark Levin
Mark Levin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Marlton, NJ, 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
601 Route 73 N Ste 301, Four Greentree Centre, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2010Customer Dispute
May 2003Customer Dispute
December 2002Customer Dispute
December 2001Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Mark is involved with Maverick Partners Wealth Management, LLC and Gladstone Wealth Partners as DBAs for LPL business, dedicating full-time hours to Maverick Partners. He also works with Book of Broker's LLC in a non-variable insurance related role, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations33 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.