Mark Blakeney
Mark Blakeney is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 17 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
100 Allens Creek Road, Suite 120, Rochester, NY, 14618
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Mark works as an insurance agent selling life, disability, long-term care, and fixed annuities. He dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
State Registrations4 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.
Exams
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