Mark Boynton
Mark Boynton is a registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 22 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
3731 Latrobe Drive, Suite 200, Charlotte, NC, 28211
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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 operates his LPL business through Tucker Boynton Financial Group and Tucker Boynton Company, dedicating full-time hours to these investment-related activities. He also engages in real estate rental through Lyndhurst Associates LLC and manages J&S Capital Investments LLC for tax/investment purposes, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Vicus Capital, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Pmg Securities CorporationBroker
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.