Mark
Sanchez

Lpl Financial LLC

CRD#3272570
Investment Advisor
in San Diego, CA

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About this Advisor

Mark Sanchez is a financial advisor operating out of San Diego, California, with a total of 10 years of experience as a financial advisor. Sanchez is an advisor for Lpl Financial LLC. During their career, Sanchez has held roles at Cuso Financial Services, Lp and Lpl Financial LLC. Sanchez has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Lpl Financial LLC is an advisory firm that has its headquarters in San Diego, California. The investment advisory business has offices in 9,898 locations and a total of 28,744 people on staff. It administers $404 billion in total assets between its 1,517,995 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees vary depending on the type of services offered. Fees charged by Lpl Financial LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

CA Average: $646,059,043
Total Number of Employees

28,744

CA Average: 13
Total Number of Accounts

1,517,995

CA Average: 661
Average Account Size

$266,257

CA Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mark Sanchez Work History

Mark has 10 years of experience.

2015 - Present (7 years)

Lpl Financial LLC

2012 - 2015 (3 years)

Cuso Financial Services, Lp

Disclosures

Mark Sanchez has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jeffrey Nist
Buffalo, NY
Blaine Mcshall
Fort Mill, SC
Brian Harwood
Latham, NY
Russell Lo
Honolulu, HI
Steven Corrado
Marshfield, MA
Angela Curtis
Dayton, OH
Scott Korn
Newton Lower Falls, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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