Mark
Winthrop

Lpl Financial LLC

CRD#1351181
Investment Advisor
in Boston, MA
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About this Advisor

Mark Winthrop is a financial advisor operating in Boston, Massachusetts, who has been in the financial industry for 21 years. Winthrop works at Lpl Financial LLC. Throughout their career, they have worked at Winthrop Wealth Management (Dba: Winthrop Advisory Group, LLC) and Lpl Financial LLC. Winthrop maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut, Florida, Rhode Island, Texas and Massachusetts. Lpl Financial LLC is a registered investment firm operating out of Boston, Massachusetts. The investment advisory business has offices in 8,011 locations and a total of 22,703 employees. It handles $153 billion in total assets among its 680,466 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 899 charitable organizations. Of its 680,466 accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC performs a diverse range 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. Financial management fees are based on the services offered. However, fees billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

321 Columbus Ave Ste 4
Boston, MA 02116-5168

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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 21 years of experience.

2017 - Present (2 years)

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

1997 - Present (22 years)

Lpl Financial LLC

Disclosures

Mark Winthrop has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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