Mark Petro
Mark Petro is a registered investment advisor at Lakeland Investor Services, INC., based in Conneaut Lake, PA, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 70 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lakeland Investor Services offers wealth advisory services where you pay a percentage of your investment account each quarter. The exact percentage depends on the amount of your investments and the complexity of your situation. These fees are negotiable.
Location
Conneaut Lake, PA
Get directionsHistory
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 sells traditional insurance products including life, accident & health, equity indexed annuities, fixed annuities, and disability insurance through Lakeland Insurance Services, LLC, where he is the President. He handles all aspects of the business, including insurance sales and administration.
Employment History
Current Registrations
Lakeland Investor Services, INC.
Previous Registrations
Trustmont Advisory Group, INC.
Independent Advisers Group CORP
Investacorp Advisory Services INC
State Registrations1 state
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.