Mark Robert Calaci
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- Dime Community BankJul 2026 to now
- LPL Financial LLCJul 2026 to now
- Apple BankApr 2025 to Jul 2026
- Osaic Institutions, IncApr 2025 to Jul 2026
- Principal Life Insurance CoDec 2024 to Apr 2025
- Principal Securities IncDec 2024 to Apr 2025
- TIAAAug 2022 to Dec 2024
- TIAA-CREF Individual & Institutional Services, LLCAug 2022 to Dec 2024
- LPL Financial LLCMay 2022 to Aug 2022
- Cuna Brokerage ServicesMay 2021 to May 2022
- Cuna Mutual GroupMay 2021 to May 2022
- Gwn Securities, Inc.Oct 2020 to May 2021
- Lincoln Financial SecuritiesNov 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2008
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
- 4662902
- Firm CRD
- 6413