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Mark Bordelove

25 Years of Experience
Southfield, MI
1 DisclosureBrokerSells Insurance

Mark Bordelove is a registered investment advisor at LPL Financial LLC, based in Southfield, MI, with 25 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

28411 Northwestern Hwy #1200, Southfield, MI, 48034

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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.
Customer Dispute
October 2023
Settled
Other Business ActivitiesSells Insurance

Mark sells fixed annuities, insurance, long-term care, universal life, and disability insurance, dedicating minimal time to this activity. He also has a DBA for his LPL business and a small ownership stake in a student housing LLC.

Employment History
Current Registrations
LPL Financial LLC
December 2009 - Present · 16 yrs 7 mos
LPL Financial LLCBroker
December 2009 - Present · 16 yrs 7 mos
LPL Financial LLC
December 2009 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - December 2009 · 2 mos
Ameriprise Financial Services, INC.Broker
October 2009 - December 2009 · 2 mos
Ameriprise Advisor Services, INC.
August 2007 - October 2009 · 2 yrs 2 mos
Ameriprise Advisor Services, INC.Broker
September 2005 - October 2009 · 4 yrs 1 mo
Oppenheimer & CO. INC.Broker
October 2000 - September 2005 · 4 yrs 11 mos
State Registrations5 states
AZCAFLMIOH
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.