MM
MM

Mark Mckimmins

27 Years of Experience
Johnstown, OH
Broker

Mark Mckimmins is a registered investment advisor at LPL Financial LLC, based in Johnstown, OH, 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
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.

Loading...

Location

Johnstown, OH

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Mark operates his LPL business through Legend Financial Services LLC. He also owns McKimmins' Farm, dedicating a few hours per week to it.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 4 mos
LPL Financial LLC
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
H. Beck, INC.
January 2010 - April 2021 · 11 yrs 3 mos
Grove Point Investments, LLCBroker
January 2010 - May 2025 · 15 yrs 4 mos
Fsc Securities Corporation
September 2003 - December 2009 · 6 yrs 3 mos
Fsc Securities CorporationBroker
September 2003 - December 2009 · 6 yrs 3 mos
Investacorp Advisory Services INC
January 2003 - September 2003 · 8 mos
Investacorp, INC.Broker
November 2002 - September 2003 · 10 mos
Brecek & Young Advisors, INC.Broker
March 2001 - December 2002 · 1 yr 9 mos
Donahue Securities, INC.Broker
June 1998 - March 2001 · 2 yrs 9 mos
State Registrations17 states
ARCACOCTFLGAINKYMINCOHORSCTNTXWAWV
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.