MD
CFP
MD
CFP

Mark Dickerson

28 Years of Experience
The Villages, FL
1 DisclosureBroker

Mark Dickerson is a CFP-designated registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

11714 Northeast 62nd Terrace, Ste 100, The Villages, FL, 32162

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2020
Denied
Employment History
Current Registrations
LPL Financial LLC
February 2026 - Present · 3 mos
LPL Financial LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2024 - February 2026 · 2 yrs 1 mo
Ameriprise Financial Services, LLCBroker
January 2024 - February 2026 · 2 yrs 1 mo
Destiny Wealth Partners, LLC
February 2022 - November 2023 · 1 yr 9 mos
Ameriprise Financial Services, LLC
August 2018 - January 2022 · 3 yrs 5 mos
Ameriprise Financial Services, LLCBroker
August 2018 - January 2022 · 3 yrs 5 mos
Fsc Securities Corporation
May 2014 - August 2018 · 4 yrs 3 mos
Fsc Securities CorporationBroker
April 2014 - August 2018 · 4 yrs 4 mos
Morgan Stanley
July 2012 - April 2014 · 1 yr 9 mos
Morgan StanleyBroker
July 2012 - April 2014 · 1 yr 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2009 - June 2012 · 2 yrs 9 mos
National Planning CorporationBroker
September 2009 - June 2012 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
May 2007 - August 2009 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
May 2007 - August 2009 · 2 yrs 3 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - May 2007 · 1 mo
Morgan Stanley & CO., Incorporated
April 2007 - May 2007 · 1 mo
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
UBS Painewebber INC.
April 1999 - March 2003 · 3 yrs 11 mos
UBS Painewebber INC.Broker
January 1999 - March 2003 · 4 yrs 2 mos
Edward D. Jones & CO., L.P.Broker
December 1996 - January 1999 · 2 yrs 1 mo
State Registrations26 states
ALAZCACOFLGAILINKSMAMDMIMNMOMSNCNJNYOHPASCTNTXVAVTWI
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.
Mark Dickerson - Financial Advisor | TrueAdvisor