Mark
Cook

Lpl Financial LLC

CRD#6842152
Investment Advisor
in Woodbury, NJ

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About this Advisor

Mark Cook is a financial advisor working out of Woodbury, New Jersey who has 2 years of relevant experience. Cook is on the advisory team at Lpl Financial LLC. During their career, Cook has held roles at The Vanguard Group, Inc, United States Air Force, Anthony'S Coal Fired Pizza, Ocean Asian Cuisine, Tony Luke'S, Rowan University, Fit Body Boot Camp, Alabama State University, Gloucester County College, Wells Fargo Clearing Services, LLC and Lpl Financial LLC. Cook holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in New Jersey and Texas. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets among its 1,688,501 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a diverse assortment 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 fee schedules usually are based on which services the firm provides the client. Fees billed by Lpl Financial LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

55 Cooper Street
Woodbury, NJ 08096

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NJ Average: 13
Total Number of Accounts

1,688,501

NJ Average: 661
Average Account Size

$217,956

NJ Average: $977,396

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 Cook Work History

Mark has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Wells Fargo Clearing Services, LLC

2017 - 2018 (1 year)

The Vanguard Group, Inc

2017 - 2017 (< 1 year)

Anthony'S Coal Fired Pizza

2017 - 2017 (< 1 year)

Fit Body Boot Camp

2016 - 2017 (1 year)

Rowan University

2015 - 2017 (2 years)

Ocean Asian Cuisine

2015 - 2015 (< 1 year)

Gloucester County College

2014 - 2015 (1 year)

United States Air Force

2014 - 2016 (2 years)

Tony Luke'S

2012 - 2014 (2 years)

Alabama State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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