James
Mars

Lpl Financial LLC

CRD#1492554
Investment Advisor
in Dallas, TX
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About this Advisor

James Mars is a certified financial planner who works in Dallas, Texas, who has been in the financial industry for 31 years. Mars is an advisor for Lpl Financial LLC. During their career, Mars has held roles at Caudwell Financial Group, Inc, Securian Financial Services, Inc, Minnesota Life Insurance Company, Holmes Murphy Financial Services, Visionpoint Advisory Group, Vision Point Advisory Group and Lpl Financial LLC. Mars maintains a Series 63 license, which qualifies them as a securities broker, and is registered to work in Iowa, Texas and Louisiana. Lpl Financial LLC is a registered investment company that has its headquarters in Dallas, Texas. The company has offices in 8,011 locations and a total of 22,703 advisors. It oversees $153 billion in assets under management across its 680,466 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 899 charitable organizations. Of its 680,466 accounts, 23% are held by high-net-worth investors who have more than $1 million in assets available to invest. Lpl Financial LLC offers a number of services, such as 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. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Lpl Financial LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

31 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

Yes

Office Location

5001 Spring Valley Rd Ste 200W
Dallas, TX 75244

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

TX Average: $16,012,751,954
Total Number of Employees

22,790

TX Average: 118
Total Number of Accounts

786,525

TX Average: 4,567
Average Account Size

$202,281

TX Average: $3,506,186

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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

James Mars Work History

James has 31 years of experience.

2013 - Present (6 years)

Vision Point Advisory Group

2013 - Present (6 years)

Lpl Financial LLC

2013 - 2013 (< 1 year)

Lpl Financial LLC

2011 - 2013 (2 years)

Visionpoint Advisory Group

2004 - 2011 (7 years)

Holmes Murphy Financial Services

1999 - 2008 (9 years)

Caudwell Financial Group, Inc

1987 - 2013 (26 years)

Securian Financial Services, Inc

1987 - 2013 (26 years)

Minnesota Life Insurance Company

Disclosures

James Mars has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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