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Mark Cangiano

14 Years of Experience
Fort Myers, FL
BrokerSells Insurance

Mark Cangiano is a registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 14 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

6150 Diamond Centre Ct # 603, Fort Myers, FL, 33912-7147

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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 ActivitiesSells Insurance

Mark operates Titan Financial as a DBA for his LPL business, dedicating full-time hours to it. He also sells health, property, and casualty insurance through Lane Insurance Group, LLC, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2017 - Present · 9 yrs
LPL Financial LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
Lincoln Financial Securities Corporation
June 2013 - June 2017 · 4 yrs
Lincoln Financial Securities CorporationBroker
June 2013 - June 2017 · 4 yrs
Lincoln Financial Securities Corporation
June 2013 - June 2013 · 0 mos
Park Avenue Securities LLC
August 2012 - June 2013 · 10 mos
Park Avenue Securities LLCBroker
January 2012 - June 2013 · 1 yr 5 mos
State Registrations16 states
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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.