Mark
Llorens

Financial Engines Advisors L.L.C

CRD#7563401
Investment Advisor
in Fairfax, VA

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About this Advisor

Mark Llorens is a financial advisor operating in Fairfax, Virginia with 1 year of industry experience. Llorens is an advisor for Financial Engines Advisors L.L.C. During their career, the advisor has held roles at Financial Engines Advisors L.L.C, Variant Private Wealth, Topgolf Loudon, Potomac Valley Church Of Christ and Student. Llorens maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Virginia. Financial Engines Advisors L.L.C is an advisory business that has its headquarters in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 people on staff. It handles $242 billion in assets under management among its 1,594,707 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 54 charities and foundations. Of its 1,594,707 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a number 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, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on the type of financial services. However, fees billed by Financial Engines Advisors L.L.C can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

4000 Legato Rd 9Th Floor
Fairfax, VA 22033

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

VA Average: $7,578,581,321
Total Number of Employees

1,514

VA Average: 43
Total Number of Accounts

1,594,707

VA Average: 3,727
Average Account Size

$151,733

VA Average: $2,033,427

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Mark Llorens Work History

Mark has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Financial Engines Advisors L.L.C

2020 - 2020 (< 1 year)

Variant Private Wealth

2020 - 2020 (< 1 year)

Student

2019 - 2020 (1 year)

Variant Private Wealth

2017 - 2017 (< 1 year)

Potomac Valley Church Of Christ

2017 - 2019 (2 years)

Student

2016 - 2017 (1 year)

Student

2015 - 2016 (1 year)

Topgolf Loudon

2012 - 2015 (3 years)

Student

*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 Llorens 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 Financial Engines Advisors L.L.C

Edmund Callahan
Farmington, CT
Dylan Wilkinson
Overland Park, KS
Rachel Gilmore
Saint Louis, MO
Jillian Green
Alexandria, VA
Noah French
Newton Center, MA
Clayton Ernst
Colorado Springs, CO
Anthony Badillo
Fairfax, VA
William Mcelroy
Phoenix, AZ

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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