John Mark Eccles
Investment adviser representative at LPL Financial LLC
25 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
25 years in the industry.
- LPL Financial LLCJun 2024 to now
- Avantax Advisory ServicesMay 2023 to Jun 2024
- Avantax Insurance Agency And/or Avantax Insurance ServicesNov 2022 to Jun 2024
- Avantax Insurance Agency, LLCNov 2022 to Jun 2024
- Avantax Investment Services Inc.Nov 2022 to Jun 2024
- Pfs Investments Inc.Aug 2021 to Nov 2022
- Eccles Tax & Accounting LLCJan 2021 to Jun 2023
- Department of RevenueFeb 2017 to Dec 2021
- Primerica Life InsuranceOct 2001 to Mar 2026
- Transportation CabinetOct 2001 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 2491604
- Firm CRD
- 6413