Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Larson is a financial advisor with LPL Financial LLC. Mark has been in the financial industry since 1990 and has experience working with a variety of clients including individuals, corporations, and charitable organizations. Mark is registered to provide investment advice in 53 states and has a strong track record of success.
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
IL
03/15/2023 - Present
LPL Financial LLC (YORKVILLE IL)
WI
05/14/2021 - 02/28/2023
WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)
IL
09/20/2018 - 01/24/2020
WELLS FARGO CLEARING SERVICES, LLC (NAPERVILLE IL)
IL
11/29/2016 - 09/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
07/02/2008 - 11/18/2016
SCOTTRADE, INC. (TINLEY PARK IL)
IL
10/12/2005 - 06/09/2008
TD AMERITRADE, INC. (OAK BROOK IL)
TX
11/29/1989 - 04/28/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
01/26/1989 - 11/06/1989
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
11/28/1988 - 12/20/1988
ILLINOIS COMPANY INVESTMENTS, INC.
NA
07/21/1988 - 12/16/1988
OBERWEIS SECURITIES, INC.
NA
05/25/1988 - 07/23/1988
SHELTER ROCK SECURITIES CORP.
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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