Mark Linnane
Mark Linnane is a registered investment advisor at LPL Financial LLC, based in Westwood, MA, with 12 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
200 Lowder Brook Dr Ste 2100, Westwood, MA, 02090
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark operates his LPL business through Bay Financial Associates LLC, dedicating full-time hours. He also sells traditional insurance products, including life, health, disability, LTC, and fixed annuities, spending a few hours per week on this activity. Mark also teaches at Quincy College for about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Baystate Wealth Management
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England SecuritiesBroker
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.