Lpl Financial LLC
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About this Advisor
Mark Gardner is a financial advisor working in Bloomsburg, Pennsylvania who has 2 years of industry experience. Gardner currently works for Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial LLC and M&T Securities, Inc. Gardner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland, Pennsylvania and Texas. Lpl Financial LLC is an advisory company operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It manages $368 billion in assets among its 1,688,501 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a broad set 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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 Gardner Work History
Mark has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Lpl Financial LLC
M&T Securities, Inc
*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.
Please visit the SEC profile of Mark Gardner 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
Fort Mill, SC
The Villages, FL
Sea Girt, NJ
Corpus Christi, TX
Walnut Creek, CA
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 email@example.com.
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