Mark
Choinski

Lpl Financial LLC

CRD#2749225
Investment Advisor
in Poughkeepsie, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Choinski is a financial advisor based in Poughkeepsie, New York, working with Lpl Financial LLC. Mark has previously held positions at General Tax And Financial Services, National Planning Corporation, Lpl Financial LLC, Securities America Advisors, and Securities America, Inc. Mark has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Mark is part of Lpl Financial LLC, which operates out of Poughkeepsie, New York. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

319 Mill Street
Poughkeepsie, NY 12601

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

NY Average: 13
Total Number of Accounts

1,910,545

NY Average: 661
Average Account Size

$242,588

NY 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 Choinski Work History

2023 - Present (2 years)

Lpl Financial LLC

2017 - 2023 (6 years)

Securities America Advisors

2017 - 2023 (6 years)

Securities America,Inc

2013 - 2017 (4 years)

National Planning Corporation

2009 - 2017 (8 years)

General Tax And Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Choinski 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
Angelica Uribe
Fresno, CA
Erin Tress
South Burlington, VT
John Dardis
Metairie, LA
George Merrill
Holmdel, NJ
Nancy Eiden
Fort Lee, NJ
Ryan Engle
Dickinson, ND
Erin Gast
Houghton, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started