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CFP
MD
CFP

Mark Dickerson

LPL Financial LLC
29 Years of Experience
The Villages, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Mark Dickerson is a CFP-designated registered investment advisor at LPL Financial LLC, based in The Villages, FL, 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
February 2026 - Present · 8 mos
LPL Financial LLCBroker
February 2026 - Present · 8 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.
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