Mark Lefevre is a registered investment advisor at LPL Financial LLC, based in Palatine, IL, with 47 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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