Mark Foster is a registered investment advisor at LPL Financial LLC, based in Ann Arbor, MI, with 26 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
3025 Boardwalk Suite 165, Ann Arbor, MI, 48108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark operates his LPL business under two DBAs: Boardwalk Financial Group, LLC and America Group Retirement Strategy Centers. He dedicates full-time hours to financial investment and planning through these entities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Rehmann Financial
Royal Alliance Associates, INC.Broker
Cetera Investment Services LLCBroker
Fifth Third Securities, INC.Broker
Citigroup Global Markets INC.Broker
Banc One Securities CorporationBroker
State Registrations9 states
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.