Mark
Orvin

Lpl Financial LLC

CRD#5569073
Investment Advisor
in Charlestown, MA

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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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

No

Office Location

Charlestown, MA

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

MA Average: 13
Total Number of Accounts

1,517,995

MA Average: 661
Average Account Size

$266,257

MA Average: $977,396

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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 Orvin Work History

Mark has 10 years of experience.

2019 - Present (3 years)

Lpl Financial LLC

2015 - 2019 (4 years)

Morgan Stanley

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2012 - 2015 (3 years)

Pegasystems

Disclosures

Mark Orvin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Samuel Sharples
Hamilton, MT
Roger Abel
Cedar Rapids, IA
Merra Lee Moffitt
Reading, PA
Leah Backus
Lake Mary, FL
Fadi Mansour
Santa Ana, CA
Daniel Cook
Grand Rapids, MI
Sharon Toston
Oldsmar, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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