Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allison is a financial advisor with LPL Financial LLC, based in BELLEVUE, WA. Mark has been in the financial services industry since 1984. Mark has experience in helping individuals and families with their financial planning and investment needs. Mark is registered with FINRA and the state of Washington as a registered representative and investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
08/25/2023 - Present
LPL Financial LLC (BELLEVUE WA)
WA
06/01/2009 - 08/23/2023
MORGAN STANLEY (Bellevue WA)
WA
02/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
01/07/1988 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
NA
08/13/1985 - 01/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/23/1984 - 07/15/1985
DAIN, BOSWORTH INCORPORATED
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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