Mark David Stevens
Investment adviser representative at LPL Financial LLC
29 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
29 years in the industry.
- LPL Financial LLCJul 2021 to now
- Stevens & Boutilier Financial Advisors LLCMar 2021 to now
- Stevens Group Financial Services LLCAug 2016 to now
- Various Insurance Carriers for W & R Insurance AgenciesNov 1997 to now
- Waddell & Reed, Inc.Jul 1997 to now
- Stevens Group Financial Services LLC (dba)Sep 2016 to Mar 2018
- Stevens LLCMay 2013 to Dec 2020
- Wallingford Country ClubFeb 2013 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, TX).
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
- 2924283
- Firm CRD
- 6413