Mark Snider is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Athens, OH, with 52 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
5 Depot Street, Athens, OH, 45701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark works full-time for OUCU Investment Services as a DBA for LPL Business. He also spends minimal time on notary services, property management, and various real estate rental businesses.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Snider, Fuller & Associates
Vestax Securities Corporation
American United Life Insurance CompanyBroker
Vestax Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
State Registrations28 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.