Mark Lefevre is a registered investment advisor at LPL Financial LLC, based in Palatine, IL, with 46 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
625 N. North Court, Palatine, IL, 60067
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1989Customer Dispute
April 1989Other Business Activities
Mark operates Heritage Wealth Group, LLC as a DBA for his LPL business. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
B. Riley Wealth Advisors, INC.
Heritage Wealth Management, LLC
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Blunt Ellis & Loewi IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations16 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.