Mark R. Exler
Investment adviser representative at LPL Financial LLC
48 yearsExperience
2 statesRegistered in
PFSDesignation
$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
48 years in the industry.
- LPL Financial LLCJun 2024 to now
- H2r CpaJan 2024 to now
- Exler & Company, Inc.Dec 1978 to now
- Avantax Advisory ServicesOct 2019 to Jun 2024
- Avantax Investment Services, Inc.Oct 2019 to Jun 2024
- Avantax Insurance Services, Inc.Oct 2003 to Jun 2024
- 1st Global Advisors, Inc.Aug 2000 to Oct 2019
- 1st Global Capital Corp.Dec 1999 to Oct 2019
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
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
- 4093625
- Firm CRD
- 6413