Mark
Simpson
Lpl Financial LLC
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About this Advisor
Mark Simpson is a financial advisor based in Houston, Texas, working with Lpl Financial LLC. Mark has previously held positions at Mark K. Simpson, CFP®, Next Financial Group Inc, and Lpl Financial, LLC. Mark has passed the Series 63 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Mark is part of Lpl Financial LLC, which operates out of Houston, Texas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Simpson Work History
Lpl Financial, LLC
Mark K. Simpson, CFP®
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Mark Simpson 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
Strongsville, OH
Altamonte Springs, FL
Peoria, AZ
Novato, CA
Fort Mill, SC
La Jolla, CA
Hollywood, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
