Mark Potter is a registered investment advisor at LPL Financial LLC, based in St. Louis, MO, with 27 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
8000 Forsyth Blvd, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark operates under Commerce Financial Advisors as a DBA for his LPL business. He also serves as EVP at Commerce Bank, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commerce Brokerage Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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