Mark
Brown

Lpl Financial LLC

CRD#1147102
Investment Advisor
in Denver, CO
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About this Advisor

Mark Brown is a certified financial planner in Denver, Colorado. Currently an advisor with Lpl Financial LLC, they have accumulated a notable 30 years of work experience as a financial advisor. Brown has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Brown is able to operate based out of Colorado and Texas. The advisor has gained experience at Brown & Company, Lpl Financial, LLC and Brown & Tedstrom, Inc. Lpl Financial LLC is headquartered in Denver, Colorado, and has 8,011 locations in the United States. As an advisory firm, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC provides 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

30 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

1700 Broadway #500
Denver, CO 80290-0501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CO Average: $16,012,751,954
Total Number of Employees

22,703

CO Average: 118
Total Number of Accounts

680,466

CO Average: 4,567
Average Account Size

$224,156

CO Average: $3,506,186

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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 Brown Work History

Mark has 30 years of experience.

2002 - Present (17 years)

Brown & Company

1989 - Present (30 years)

Lpl Financial, LLC

1988 - 2015 (27 years)

Brown & Tedstrom, Inc

Disclosures

Mark Brown has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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