Mark
Winthrop

Lpl Financial LLC

CRD#1351181
Investment Advisor
in Westborough, MA

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About this Advisor

Mark Winthrop is a financial advisor who works out of Westborough, Massachusetts, who has been in the financial industry for 22 years. Winthrop currently works for Lpl Financial LLC. Throughout their career, they have worked at Lpl Financial LLC and Winthrop Wealth Management (Dba: Winthrop Advisory Group, LLC). Winthrop maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut, Florida, Massachusetts, Rhode Island and Texas. Lpl Financial LLC is a financial advisory firm that has its headquarters in Westborough, Massachusetts. The firm has offices in 9,519 locations and a total of 22,790 employees. It has $159 billion in assets across its 786,525 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,809 charitable organizations. Of its 786,525 customer accounts, 27% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a broad array 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 charged by financial advisors largely are based on the services offered. Fee types billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 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

1400 Computer Dr Ste 105
Westborough, MA 01581-1760

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

MA Average: 118
Total Number of Accounts

786,525

MA Average: 4,567
Average Account Size

$202,281

MA Average: $3,506,186

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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 Winthrop Work History

Mark has 23 years of experience.

2017 - Present (3 years)

Winthrop Wealth Management (Dba: Winthrop Advisory Group, LLC)

1997 - Present (23 years)

Lpl Financial LLC

Disclosures

Mark Winthrop has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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