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. 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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 Registrations34 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.
Exams
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