Lpl Financial LLC
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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
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 Winthrop Work History
Mark has 23 years of experience.
Winthrop Wealth Management (Dba: Winthrop Advisory Group, LLC)
Lpl Financial LLC
Mark Winthrop has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
New York, NY
San Diego, CA
San Diego, CA