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Mark Llorens

Edelman Financial Engines

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About Mark Llorens

Mark Llorens is an Investment Advisor Representative with Edelman Financial Engines. Mark is registered with the state of Virginia. Mark has been in the financial industry since 2015. Previously, Mark held roles with Variant Private Wealth and TopGolf Loudon. Mark earned a Series 65 license in July of 2022.

Firm Information

Mark Llorens is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial services firm headquartered in Santa Clara, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions. Edelman Financial Engines manages over $270 billion in assets and has a team of over 1,000 licensed financial advisors.
Edelman Financial Engines

4000 LEGATO ROAD

FAIRFAX, VA 22033

$270.77B

Assets Under Management

448,243

Total Clients

585

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees & related svcs; reimbursements for printed materials

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Mark Llorens’s Registration & Firm History

VA

07/12/2022 - Present

Edelman Financial Engines (FAIRFAX VA)

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Licenses & Designations

IA

Issued 7/12/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Llorens.
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