Mark Glidewell
Mark Glidewell is a registered investment advisor at LPL Financial LLC, based in Missoula, MT, 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
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
1750 South Ave West, Missoula, MT, 59801
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is involved in several real estate rental partnerships and acts as an insurance agent selling term, health, LTC, and fixed annuities through Glidewell Investments & Insurance Group, Inc. He also dedicates full-time hours to GIIG Wealth Management and works about 10-20% of his time as an assistant basketball coach at Valley Christian School.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
State Registrations31 states
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