Christopher
Mara

Lpl Financial LLC

CRD#1844309
Investment Advisor
in North Reading, MA

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About this Advisor

Christopher Mara is a financial advisor based in North Reading, Massachusetts, working with Lpl Financial LLC. Christopher has previously held positions at Santander Securities LLC, Sovereign Bank, Lpl Financial, LLC, Salem Five Cent Savings Bank, Citizens Investment Services, Watertown Savings Bank, Infinex Investments, Inc, Lpl Financial LLC, Northeast Planning Associates, Inc, and Mit Federal Cu. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Christopher is part of Lpl Financial LLC, which operates out of North Reading, Massachusetts. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

North Reading, MA

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

MA Average: 13
Total Number of Accounts

1,910,545

MA Average: 661
Average Account Size

$242,588

MA Average: $977,396

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

Christopher Mara Work History

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Northeast Planning Associates, Inc

2022 - Present (2 years)

Mit Federal Cu

2020 - 2021 (1 year)

Watertown Savings Bank

2020 - 2021 (1 year)

Infinex Investments, Inc

2019 - 2020 (1 year)

Citizens Investment Services

2016 - 2019 (3 years)

Lpl Financial, LLC

2016 - 2019 (3 years)

Salem Five Cent Savings Bank

2012 - 2016 (4 years)

Santander Securities LLC

2000 - 2016 (16 years)

Sovereign Bank

Disclosures

Please visit the SEC profile of Christopher Mara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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