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Mark Lechowicz

20 Years of Experience
Crystal Lake, IL
2 DisclosuresBrokerSells Insurance

Mark Lechowicz is a registered investment advisor at LPL Financial LLC, based in Crystal Lake, IL, with 20 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

413 E Terra Cotta Ave, Crystal Lake, IL, 60014

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2011
Judgment / Lien
April 2011
Other Business ActivitiesSells Insurance

Mark is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc., and operates under Exemplar Financial Networky as a DBA for his LPL business. He also sells non-variable insurance and dedicates minimal time to real estate rental and teaching at McHenry County College.

Employment History
Current Registrations
LPL Financial LLC
October 2018 - Present · 7 yrs 7 mos
LPL Financial LLC
October 2018 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2010 - October 2018 · 8 yrs
Cetera Advisor Networks LLCBroker
October 2010 - October 2018 · 8 yrs
Investment Advisors International, INC.
May 2010 - October 2010 · 5 mos
World Group Securities, INC.Broker
March 2007 - October 2010 · 3 yrs 7 mos
Ameriprise Financial Services, INC.
September 2005 - March 2007 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
September 2005 - July 2006 · 10 mos
State Registrations7 states
AZFLILNVSCWAWI
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 Lechowicz - Financial Advisor | TrueAdvisor