Mark
Stevens

Lpl Financial LLC

CRD#2214275
Investment Advisor
in Atlanta, GA
Are you Mark Stevens? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

200 Ashford Center N, Ste 400
Atlanta, GA 30338

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Stevens Work History

Mark has 15 years of experience.

2011 - Present (8 years)

Lpl Financial LLC

2011 - Present (8 years)

Stevens Wealth Strategies

2005 - 2011 (6 years)

Robbins, Eskew, Farmer, & Jordan Financial Services

2005 - 2011 (6 years)

Fox College Funding

2003 - 2011 (8 years)

Securities America, Inc

2003 - 2011 (8 years)

Securities America Advisors, Inc

2003 - 2011 (8 years)

Bi Focus Financial

2003 - 2011 (8 years)

Integrated Financial Group

Disclosures

Mark Stevens has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started