Mark Cook is a registered investment advisor at LPL Financial LLC, based in Woodbury, NJ, with 8 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
55 Cooper Street, Woodbury, NJ, 08096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark has multiple investment-related DBAs for his LPL business, including Gladstone Wealth Partners, Cook Legacy Partners LLC (Cook Legacy Advisors), and First Harvest Investment Solutions. These activities take about a quarter of Mark's time, with 37 hours dedicated during securities trading for Cook Legacy Partners LLC and a few hours per week for First Harvest Investment Solutions.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations19 states
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