Lpl Financial LLC
About this Advisor
Mark Orvin is a certified financial planner operating in Charlestown, Massachusetts, who has 10 years of work experience. Orvin currently works for Lpl Financial LLC. The advisor has gained experience at Pegasystems, Morgan Stanley, Morgan Stanley Private Bank, National Association and Lpl Financial LLC. Orvin has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Massachusetts. Lpl Financial LLC is an advisory business that has its headquarters in Charlestown, Massachusetts. It has offices in 9,898 locations and a total of 28,744 advisors. It administers $404 billion in assets under management across its 1,517,995 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. The business performs a number of services, such as 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 charged by financial advisors typically vary depending on the type of services provided. Fees charged by Lpl Financial LLC most likely are comprised of 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 Orvin Work History
Mark has 10 years of experience.
Lpl Financial LLC
Morgan Stanley Private Bank, National Association
Mark Orvin has no disclosures.
Please visit their SEC profile for more details.
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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.