Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Muir is a financial advisor registered with LPL Financial LLC. Mark has been in the financial services industry since 1992. Mark has been registered in 15 states and has a Series 7, 63, and 65 licenses. Mark also holds the Certified Financial Planner designation. Mark provides advisory services to individuals, businesses, pension and profit sharing plans, charitable organizations, and others. The firm's approximate assets under management are more than $50 billion.
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.
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2
UT
01/13/2025 - Present
LPL Financial LLC (Salt Lake City UT)
MN
12/08/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/20/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 11/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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