Mark Ramey
Mark Ramey is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2011Other Business ActivitiesSells Insurance
Mark operates The Crestone Company as a DBA for his LPL business and Crestone of Colorado Springs INC, spending minimal time on each. He also works for Maverick INC, an insurance agency selling term and UL insurance, and owns Crestone Constructors DBA Crestone Roofing, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
The O.N. Equity Sales CompanyBroker
State Registrations11 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.