Mark Lawrence Tunkel
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Mark Lawrence Tunkel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMar 2026 to now
- Webster BankMar 2026 to now
- Apple BankJun 2024 to Mar 2026
- Osaic Institutions, Inc.Jun 2024 to Mar 2026
- Equitable Advisors, LLCApr 2024 to Jun 2024
- CitigroupOct 2021 to Mar 2024
- JP Morgan Securities LLCJun 2017 to Oct 2021
- Bank of America, N.A.Apr 2016 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1948678
- Firm CRD
- 6413