Lpl Financial LLC
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About this Advisor
Mark Stevens is a certified financial planner based in Atlanta, Georgia, who has been in the industry for 15 years. Stevens is an employee of Lpl Financial LLC. During their career, the advisor has held roles at Securities America, Inc, Robbins, Eskew, Farmer, & Jordan Financial Services, Securities America Advisors, Inc, Bi Focus Financial, Fox College Funding, Integrated Financial Group, Lpl Financial LLC and Stevens Wealth Strategies. Stevens has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and South Carolina. Lpl Financial LLC is a financial advisory company operating in Atlanta, Georgia. The firm has offices in 8,011 locations and a total of 22,703 advisors. It has $153 billion in assets under management between its 680,466 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers 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. Fees for financial advisory services typically are based on the type of financial services. Fees billed by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Mark Stevens Work History
Mark has 15 years of experience.
Lpl Financial LLC
Stevens Wealth Strategies
Robbins, Eskew, Farmer, & Jordan Financial Services
Fox College Funding
Securities America, Inc
Securities America Advisors, Inc
Bi Focus Financial
Integrated Financial Group
Mark Stevens has disclosures.
Please visit their SEC profile for more details.