Mark Bonfield is a registered investment advisor at LPL Financial LLC, based in West Chester, OH, with 18 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
West Chester, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Verity Investments, INC.Broker
Verity Asset Management
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Pruco Securities, LLC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
State Registrations3 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.