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Mark Fitzmorris

LPL Financial LLC
28 Years of Experience
St. Augustine, FL
1 DisclosureBroker
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Mark Fitzmorris is a registered investment advisor at LPL Financial LLC, based in St. Augustine, FL, with 28 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
—
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Location

3581 North Ponce De Leon Blvd, St. Augustine, FL, 32084

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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.
Regulatory
June 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark owns Mark A. Fitzmorris, LLC, a private company, and chooses tenants to rent office condos. He spends minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
April 2004 - May 2025 · 21 yrs 1 mo
Cuso Financial Services, L.P.Broker
March 2004 - May 2025 · 21 yrs 2 mos
Edward JonesBroker
August 2003 - March 2004 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 1998 - August 2003 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - August 2003 · 5 yrs 2 mos
State Registrations20 states
ALARAZCODCFLGAILKYMAMDMSNCNHNYPASCTNTXVA
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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