Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lamkin has over 30 years of experience in the financial services industry. Mark is a registered representative and investment advisor representative. He is currently affiliated with Calton & Associates, Inc., based in Louisville, KY. Mark has also held positions at LPL Financial LLC, PNC Brokerage Corp, GNA Securities, Inc., EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Mark has a strong track record of providing financial advice to individuals and families. He is committed to helping his clients achieve their financial goals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KY
03/08/2023 - Present
Calton & Associates, Inc. (Louisville KY)
KY
02/09/2001 - 09/14/2018
LPL FINANCIAL LLC (LOUISVILLE KY)
PA
06/09/1994 - 01/17/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
10/09/1991 - 05/04/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
02/08/1991 - 10/28/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/08/1991 - 10/28/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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