Lpl Financial LLC
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
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 Teague Work History
Mark has 10 years of experience.
Lpl Financial LLC
Capital Guardian Wealth Management, LLC
Capital Guardian, LLC
Hickory Financial Group
Wells Fargo Advisors LLC
Mark Teague has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
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.