Mark Briones is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Deer Park,, IL, with 24 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
21805 W. Field Pkwy Ste 300, Deer Park,, IL, 60010
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Regulatory History
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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Mark has W-2 employment at The Plexus Groupe and provides investment advisory services through IHT Wealth Management, both starting in April 2025. Both activities are investment-related and take up a full-time commitment each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Iht Wealth Management LLC
Previous Registrations
Plexus Financial Services, LLC
Plexus Financial Services, LLCBroker
Equitable Distributors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Farmers Financial Solutions, LLCBroker
Amsouth Investment Services, INC.Broker
MML Investors Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Nylife Securities INC.Broker
State Registrations3 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.