Mark Davidson
Mark Davidson is a registered investment advisor at LPL Financial LLC, based in Latham, NY, with 23 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
930 Albany Shaker Road, Suite 110, Latham, NY, 12110
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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 a financial professional with Trinity Wealth Management LLC, a registered representative with Sage Financial Associates, and an insurance agent selling life and annuity products. He also dedicates time to community service as a board member for the Arkell Museum and a council leader for Boyscout Troop 81, and owns Trinity Tax Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
M&t Securities, INC.
M&t Securities, INC.
M&t Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Equity Services, INC.Broker
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.