MP
MP

Mark Poslajko

21 Years of Experience
Huntsville, AL
Broker

Mark Poslajko is a registered investment advisor at LPL Financial LLC, based in Huntsville, AL, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Huntsville, AL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark works as a Parts Supply Specialist at O'Reilly Auto Parts, dedicating full-time hours to the role, with 19 hours during trading hours. This activity is not investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2013 - Present · 13 yrs
LPL Financial LLC
July 2013 - Present · 13 yrs
LPL Financial LLC
July 2013 - Present · 13 yrs
Previous Registrations
Ameriprise Financial Services, INC.
September 2011 - July 2013 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
September 2011 - July 2013 · 1 yr 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2011 · 2 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2011 · 2 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2004 - April 2007 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
State Registrations1 state
AL
AdvisorBrokerBoth

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
No exam information available for this advisor.
Mark Poslajko - Financial Advisor | TrueAdvisor