Mark
Chavez
Lpl Financial LLC
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About this Advisor
Mark Chavez is a financial advisor who works in Victoria, Texas who has 2 years of industry experience. Chavez works at Lpl Financial LLC. Their career trajectory has included roles at Waddell And Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Toastmasters, The Lampo Group, Team Sc LLC, Workplace Options, Oak Ridge Church, American Heritage Girls, Toastmasters International, Mark Chavez, Mark Chavez Rental Property, Grace Ranch Riding, Inc, Third Coast Business Network (Bni), Cobra Athletics, Taiao and Lpl Financial LLC. Chavez holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Alaska, Arkansas, California, Colorado, District Of Columbia, Florida, Georgia, Idaho, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Missouri, Montana, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Washington. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in total assets among its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The company provides a broad range 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. Financial advisory fees typically vary depending on the type of financial services. However, fee types charged by Lpl Financial LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Chavez Work History
Mark has been registered as a financial advisor for 2 years.*
Cobra Athletics
Taiao
Lpl Financial LLC
Grace Ranch Riding, Inc
Third Coast Business Network (Bni)
Mark Chavez
Mark Chavez Rental Property
Workplace Options
Oak Ridge Church
American Heritage Girls
Toastmasters International
The Lampo Group
Team Sc LLC
Toastmasters
Waddell And Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
*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.
Disclosures
Please visit the SEC profile of Mark Chavez 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
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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 profile-compliance@smartasset.com.
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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.
