Mark Anthony Chavez
Investment adviser representative at LPL Financial LLC
14 yearsExperience
26 statesRegistered 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
14 years in the industry.
- LPL Financial LLCJul 2021 to now
- Cobra AthleticsJul 2021 to Dec 2022
- TaiaoJul 2021 to Jul 2021
- Third Coast Business Network (bni)Oct 2020 to Jul 2021
- Grace Ranch Riding, IncFeb 2020 to Jul 2021
- Mark Chavez Rental PropertyDec 2019 to Jul 2021
- Mark ChavezApr 2019 to Jul 2021
- Toastmasters InternationalSep 2017 to Feb 2020
- American Heritage GirlsAug 2017 to Sep 2019
- Oak Ridge ChurchJun 2017 to Nov 2019
- Workplace OptionsFeb 2017 to Jul 2021
- Team Sc LLCOct 2016 to Jul 2021
- The Lampo GroupJan 2016 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesJul 2008 to Jul 2021
- Waddell and Reed, Inc.May 2008 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 26 states (AK, AL, AR, CA, CO, DC, FL, GA, ID, KS, KY, LA, MI, MN, MO, MT, NC, ND, NM, NV, OH, PA, SC, TX, VA, WA).
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
- 5539066
- Firm CRD
- 6413