Mark
Teague

Lpl Financial LLC

CRD#5763498
Investment Advisor
in Hickory, NC

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About this Advisor

Mark Teague is a certified financial planner and chartered financial consultant whose office is in Hickory, North Carolina. Currently an advisor with Lpl Financial LLC, they have accrued 10 years of professional experience as a financial advisor. Teague maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Teague is registered to operate based out of North Carolina. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Capital Guardian Wealth Management, LLC, Capital Guardian, LLC, Hickory Financial Group and Lpl Financial LLC. Lpl Financial LLC is headquartered in Hickory, North Carolina, and has 9,519 brick-and-mortar locations across the country. Overall, Lpl Financial LLC manages $208 billion in assets dispersed across 892,326 accounts and retains more than 23,035 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC offers 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years of Experience

10 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

No

Office Location

520 8Th St Ne #303
Hickory, NC 28601-5118

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NC Average: 13
Total Number of Accounts

892,326

NC Average: 661
Average Account Size

$232,867

NC Average: $977,396

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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 Teague Work History

Mark has 10 years of experience.

2014 - Present (7 years)

Lpl Financial LLC

2012 - 2014 (2 years)

Capital Guardian Wealth Management, LLC

2012 - 2014 (2 years)

Capital Guardian, LLC

2012 - 2013 (1 year)

Hickory Financial Group

2010 - 2012 (2 years)

Wells Fargo Advisors LLC

Disclosures

Mark Teague has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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