MA
MA

Mark Annichine

26 Years of Experience
Twinsburg, OH
Broker

Mark Annichine is a registered investment advisor at LPL Financial LLC, based in Twinsburg, OH, 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
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.

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Location

Twinsburg, OH

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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.

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Other Business Activities

Mark operates his LPL business under the DBA The Financial Center since 2007. He also works as an athletic official referee and a varsity golf coach, dedicating about 10-20% of his time and a few hours per week, respectively, to these non-investment related activities.

Employment History
Current Registrations
LPL Financial LLC
May 2007 - Present · 19 yrs 2 mos
LPL Financial LLCBroker
April 2007 - Present · 19 yrs 3 mos
Previous Registrations
Lincoln Financial Advisors Corporation
May 2001 - May 2007 · 6 yrs
Lincoln Financial Advisors CorporationBroker
May 2001 - May 2007 · 6 yrs
The Lincoln National Life Insurance CompanyBroker
May 2001 - May 2006 · 5 yrs
Northwestern Mutual Investment Services, LLCBroker
February 2000 - May 2001 · 1 yr 3 mos
Robert W. Baird & CO. IncorporatedBroker
February 2000 - May 2001 · 1 yr 3 mos
State Registrations8 states
FLINKSMAOHPATXWA
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.