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. 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
100 Allens Creek Road, Suite 120, Rochester, NY, 14618
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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.