Mark Ramey
Mark Ramey is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 24 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3205 N Hancock Ave, Colorado Springs, CO, 80907
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 Registrations12 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.
Exams
More Advisors
- Glenn Grosh, CFPLPL Financial LLC
- Robert Sikorski, CFPLPL Financial LLC
- Steven SpantonLPL Financial LLC
- Roger GivenLPL Financial LLC
- Michael Didion, CFPLPL Financial LLC
- Jenny ParadisLPL Financial LLC