Lpl Financial LLC
About this Advisor
Mark Glidewell is a financial advisor based in Missoula, Montana, with 26 years of financial industry experience. Glidewell works at Lpl Financial LLC. Throughout their career, they have worked at Glidewell Insurance Agency, Safeco Investment Services Inc, Investment Centers Of America, Inc and Lpl Financial LLC. Glidewell has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Montana and Texas. Lpl Financial LLC is a financial advisory business based in Missoula, Montana. The firm has offices in 9,519 locations and a total of 23,035 employees. It manages $208 billion in total assets across its 892,326 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 1,956 charitable organizations. Of its 892,326 client accounts, 28% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has 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. A financial advisor's fees usually are based on the services provided. Fees billed by Lpl Financial LLC likely consist of any blend 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 Glidewell Work History
Mark has 26 years of experience.
Lpl Financial LLC
Glidewell Insurance Agency
Investment Centers Of America, Inc
Safeco Investment Services Inc
Mark Glidewell has no disclosures.
Please visit their SEC profile for more details.
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