Mark Coller is a PFS-designated registered investment advisor at LPL Financial LLC, based in Staten Island, NY, 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
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
30 Seguine Avenue, Staten Island, NY, 10309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a CPA providing tax preparation and accounting services since 1986. This takes nearly full-time, about 90% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Genworth Financial Securities CorporationBroker
Genworth Financial Advisers Corporation
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
Trusted Securities Advisors CORP.Broker
State Registrations10 states
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